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JCP Investment Management’s Kirby Corp KEX Stock Holding History

JCP 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
2024
Q1 		– Sell
-423,176
Closed -$33.2M – 13
2023
Q4 		$33.2M Sell
423,176
-143,649
-25% -$11.2M 39.14% 1
2023
Q3 		$46.9M Sell
566,825
-33,000
-6% -$2.67M 49.54% 1
2023
Q2 		$46.2M Sell
599,825
-25,669
-4% -$1.85M 38.49% 1
2023
Q1 		$43.6M Hold
625,494
– – 30.73% 1
2022
Q4 		$40.3M Hold
625,494
– – 33.96% 1
2022
Q3 		$38M Buy
625,494
+53,905
+9% +$3.45M 26.97% 1
2022
Q2 		$34.8M Buy
571,589
+278,079
+95% +$18.1M 24.63% 1
2022
Q1 		$21.2M Buy
+293,510
New +$19.6M 15.06% 2

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JCP Investment Management's KEX Position: Q1 2024 in Review

JCP Investment Management sold out of Kirby Corp (KEX) in Q1 2024, closing a stake of 423,176 shares — an estimated $33.2M sold.

JCP Investment Management first reported a position in KEX in Q1 2022 and held it in 8 quarters. The position peaked at $46.9M in Q3 2023. 328 funds tracked by Wall St. Rank hold KEX as of Q1 2024.

  • JCP Investment Management reported no remaining Kirby Corp position as of Q1 2024 after selling out during the quarter.
  • JCP Investment Management sold 423,176 Kirby Corp shares in Q1 2024, an estimated $33.2M.
  • JCP Investment Management first reported a position in Kirby Corp in Q1 2022 and held it in 8 quarters.
  • JCP Investment Management's Kirby Corp position peaked at $46.9M in Q3 2023.
  • 328 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2024.

Based on JCP Investment Management's 13F filing for Q1 2024, filed 7 May 2024.