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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 – 2701
2019
Q1 		$9.76M Buy
+130,000
New +$9.47M 0.08% 213

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
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.