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Itau Unibanco Holding S.A.’s Kirby Corp KEX Stock Holding History

Itau Unibanco Holding S.A.’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
2019
Q4 		– Sell
-409
Closed -$32K – 936
2019
Q3 		$32K Buy
+409
New +$31.3K ﹤0.01% 250
2018
Q1 		– Sell
-312
Closed -$21K – 620
2017
Q4 		$21K Buy
312
+39
+14% +$2.56K ﹤0.01% 498
2017
Q3 		$57K Sell
273
-522
-66% -$33.1K ﹤0.01% 570
2017
Q2 		$53K Buy
795
+772
+3,357% +$52.6K 0.01% 282
2017
Q1 		$2K Buy
+23
New +$1.57K ﹤0.01% 690

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Itau Unibanco Holding S.A.'s KEX Position: Q4 2019 in Review

Itau Unibanco Holding S.A. sold out of Kirby Corp (KEX) in Q4 2019, closing a stake of 409 shares — an estimated $32K sold.

Itau Unibanco Holding S.A. first reported a position in KEX in Q1 2017 and held it in 5 quarters. The position peaked at $57K in Q3 2017. 276 funds tracked by Wall St. Rank hold KEX as of Q4 2019.

  • Itau Unibanco Holding S.A. reported no remaining Kirby Corp position as of Q4 2019 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 409 Kirby Corp shares in Q4 2019, an estimated $32K.
  • Itau Unibanco Holding S.A. first reported a position in Kirby Corp in Q1 2017 and held it in 5 quarters.
  • Itau Unibanco Holding S.A.'s Kirby Corp position peaked at $57K in Q3 2017.
  • 276 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2019.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2019, filed 14 Feb 2020.