Jefferies Group’s Kirby Corp KEX Stock Holding History

Jefferies Group’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 Q2	–	Sell	-130,000	Closed	-$9.76M	–	2700
2019 Q1	$9.76M	Buy	+130,000	New	+$9.47M	0.08%	212
2018 Q1	–	Sell	-67,500	Closed	-$4.51M	–	2486
2017 Q4	$4.51M	Buy	+67,500	New	+$4.42M	0.02%	604
2017 Q2	–	Sell	-47,200	Closed	-$3.33M	–	2394
2017 Q1	$3.33M	Hold	47,200	–	–	0.02%	682
2016 Q4	$3.14M	Buy	+47,200	New	+$2.98M	0.02%	753
2016 Q3	–	Sell	-26,700	Closed	-$1.67M	–	2347
2016 Q2	$1.67M	Buy	+26,700	New	+$1.75M	0.01%	948

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jefferies Group's KEX Position: Q3 2022 in Review

Jefferies Group reduced its Kirby Corp (KEX) stake by 24% in Q3 2022, selling an estimated $123K and leaving 6,105 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Jefferies Group first reported a position in KEX in Q1 2015 and has held it in 12 quarters since. The position peaked at $7.36M in Q2 2015. 259 funds tracked by Wall St. Rank hold KEX as of Q3 2022.

Jefferies Group held 6,105 shares of Kirby Corp worth $371K as of Q3 2022.
Jefferies Group sold 1,924 Kirby Corp shares in Q3 2022, an estimated $123K.
Kirby Corp made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1146 holding.
Jefferies Group first reported a position in Kirby Corp in Q1 2015 and has held it in 12 quarters since.
Jefferies Group's Kirby Corp position peaked at $7.36M in Q2 2015.
259 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.