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Interval Partners’s Kirby Corp KEX Stock Holding History

Interval Partners’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
Q1 		– Sell
-279,115
Closed -$19M – 228
2019
Q4 		$25M Buy
279,115
+213,944
+328% +$17.7M 0.89% 39
2019
Q3 		$5.35M Buy
+65,171
New +$4.99M 0.21% 125

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Vanguard Group
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ACM
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ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
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

Interval Partners's KEX Position: Q1 2020 in Review

Interval Partners sold out of Kirby Corp (KEX) in Q1 2020, closing a stake of 279,115 shares — an estimated $19M sold.

Interval Partners first reported a position in KEX in Q3 2019 and held it in 2 quarters. The position peaked at $25M in Q4 2019. 235 funds tracked by Wall St. Rank hold KEX as of Q1 2020.

  • Interval Partners reported no remaining Kirby Corp position as of Q1 2020 after selling out during the quarter.
  • Interval Partners sold 279,115 Kirby Corp shares in Q1 2020, an estimated $19M.
  • Interval Partners first reported a position in Kirby Corp in Q3 2019 and held it in 2 quarters.
  • Interval Partners's Kirby Corp position peaked at $25M in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2020.

Based on Interval Partners's 13F filing for Q1 2020, filed 15 May 2020.