HIM
KEX icon

Hermes Investment Management’s Kirby Corp KEX Stock Holding History

Hermes Investment Management’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$68.7M Sell
822,165
-43,789
-5% -$3.8M 0.91% 31
2018
Q1 		$66.6M Buy
865,954
+36,153
+4% +$2.71M 0.97% 22
2017
Q4 		$55.4M Buy
829,801
+43,767
+6% +$2.87M 0.79% 43
2017
Q3 		$51.8M Sell
786,034
-113,958
-13% -$7.22M 0.78% 41
2017
Q2 		$60.2M Sell
899,992
-89,914
-9% -$6.13M 0.98% 28
2017
Q1 		$69.8M Sell
989,906
-76,811
-7% -$5.24M 1.13% 24
2016
Q4 		$70.9M Buy
1,066,717
+155,420
+17% +$9.83M 1.21% 21
2016
Q3 		$56.6M Buy
911,297
+125,591
+16% +$7.21M 0.96% 31
2016
Q2 		$49M Buy
785,706
+105,989
+16% +$6.94M 0.99% 28
2016
Q1 		$41M Buy
679,717
+79,239
+13% +$4.32M 0.86% 33
2015
Q4 		$31.6M Buy
600,478
+89,370
+17% +$5.53M 0.71% 53
2015
Q3 		$31.7M Sell
511,108
-1,901
-0.4% -$134K 0.82% 44
2015
Q2 		$39.3M Buy
513,009
+14,415
+3% +$1.14M 0.88% 32
2015
Q1 		$37.4M Buy
498,594
+134,033
+37% +$10.3M 0.87% 34
2014
Q4 		$29.4M Buy
364,561
+19,912
+6% +$1.97M 0.76% 44
2014
Q3 		$40.6M Buy
344,649
+17,580
+5% +$2.09M 1.04% 22
2014
Q2 		$38.3M Sell
327,069
-48,056
-13% -$5.16M 1.06% 27
2014
Q1 		$38M Buy
375,125
+500
+0.1% +$50.4K 1.2% 30
2013
Q4 		$37.2M Sell
374,625
-9,403
-2% -$863K 1.13% 33
2013
Q3 		$33.2M Buy
384,028
+37,835
+11% +$3.17M 1.12% 40
2013
Q2 		$27.5M Buy
+346,193
New +$26.7M 1.07% 40

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Hermes Investment Management's KEX Position: Q2 2018 in Review

Hermes Investment Management reduced its Kirby Corp (KEX) stake by 5.1% in Q2 2018, selling an estimated $3.8M and leaving 822,165 shares worth $68.7M. The position accounts for 0.91% of the portfolio, ranked #31.

Hermes Investment Management first reported a position in KEX in Q2 2013 and has held it in 21 quarters since. The position peaked at $70.9M in Q4 2016. 271 funds tracked by Wall St. Rank hold KEX as of Q2 2018.

  • Hermes Investment Management held 822,165 shares of Kirby Corp worth $68.7M as of Q2 2018.
  • Hermes Investment Management sold 43,789 Kirby Corp shares in Q2 2018, an estimated $3.8M.
  • Kirby Corp made up 0.91% of Hermes Investment Management's portfolio in Q2 2018, its #31 holding.
  • Hermes Investment Management first reported a position in Kirby Corp in Q2 2013 and has held it in 21 quarters since.
  • Hermes Investment Management's Kirby Corp position peaked at $70.9M in Q4 2016.
  • 271 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.