Jupiter Investment Management’s Kirby Corp KEX Stock Holding History

Jupiter 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
2018 Q3	–	Sell	-11,200	Closed	-$936K	–	404
2018 Q2	$936K	Buy	+11,200	New	+$972K	0.01%	298
2015 Q1	–	Sell	-26,100	Closed	-$2.11M	–	383
2014 Q4	$2.11M	Buy	+26,100	New	+$2.59M	0.07%	185
2014 Q2	–	Sell	-15,100	Closed	-$1.53M	–	377
2014 Q1	$1.53M	Buy	+15,100	New	+$1.52M	0.1%	196

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Jupiter Investment Management's KEX Position: Q3 2018 in Review

Jupiter Investment Management sold out of Kirby Corp (KEX) in Q3 2018, closing a stake of 11,200 shares — an estimated $936K sold.

Jupiter Investment Management first reported a position in KEX in Q1 2014 and held it in 3 quarters. The position peaked at $2.11M in Q4 2014. 253 funds tracked by Wall St. Rank hold KEX as of Q3 2018.

Jupiter Investment Management reported no remaining Kirby Corp position as of Q3 2018 after selling out during the quarter.
Jupiter Investment Management sold 11,200 Kirby Corp shares in Q3 2018, an estimated $936K.
Jupiter Investment Management first reported a position in Kirby Corp in Q1 2014 and held it in 3 quarters.
Jupiter Investment Management's Kirby Corp position peaked at $2.11M in Q4 2014.
253 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2018.

Based on Jupiter Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.