Johnson Investment Counsel’s Kirby Corp KEX Stock Holding History

Johnson Investment Counsel’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 Q4	–	Sell	-1,757	Closed	-$215K	–	825
2024 Q3	$215K	Buy	+1,757	New	+$210K	﹤0.01%	747

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Johnson Investment Counsel's KEX Position: Q4 2024 in Review

Johnson Investment Counsel sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 1,757 shares — an estimated $215K sold.

Johnson Investment Counsel first reported a position in KEX in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 429 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

Johnson Investment Counsel reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
Johnson Investment Counsel sold 1,757 Kirby Corp shares in Q4 2024, an estimated $215K.
Johnson Investment Counsel first reported a position in Kirby Corp in Q3 2024 and held it in 1 quarter.
Johnson Investment Counsel's Kirby Corp position peaked at $215K in Q3 2024.
429 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Johnson Investment Counsel's 13F filing for Q4 2024, filed 7 Feb 2025.