Icon Advisers’s Kirby Corp KEX Stock Holding History

Icon Advisers’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
2020 Q2	–	Sell	-24,500	Closed	-$1.06M	–	258
2020 Q1	$1.06M	Sell	24,500 -17,700	-42%	-$1.2M	0.23%	135
2019 Q4	$3.78M	Hold	42,200	–	–	0.54%	59
2019 Q3	$3.47M	Hold	42,200	–	–	0.51%	57
2019 Q2	$3.33M	Buy	+42,200	New	+$3.39M	0.31%	84

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Icon Advisers's KEX Position: Q2 2020 in Review

Icon Advisers sold out of Kirby Corp (KEX) in Q2 2020, closing a stake of 24,500 shares — an estimated $1.06M sold.

Icon Advisers first reported a position in KEX in Q2 2019 and held it in 4 quarters. The position peaked at $3.78M in Q4 2019. 244 funds tracked by Wall St. Rank hold KEX as of Q2 2020.

Icon Advisers reported no remaining Kirby Corp position as of Q2 2020 after selling out during the quarter.
Icon Advisers sold 24,500 Kirby Corp shares in Q2 2020, an estimated $1.06M.
Icon Advisers first reported a position in Kirby Corp in Q2 2019 and held it in 4 quarters.
Icon Advisers's Kirby Corp position peaked at $3.78M in Q4 2019.
244 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2020.

Based on Icon Advisers's 13F filing for Q2 2020, filed 3 Aug 2020.