Kula Investments’s Kirby Corp KEX Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-4,899	Closed	-$315K	–	734
2022 Q4	$315K	Buy	+4,899	New	+$327K	0.09%	375

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACH

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

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

Kula Investments's KEX Position: Q1 2023 in Review

Kula Investments sold out of Kirby Corp (KEX) in Q1 2023, closing a stake of 4,899 shares — an estimated $315K sold.

Kula Investments first reported a position in KEX in Q4 2022 and held it in 1 quarter. The position peaked at $315K in Q4 2022. 283 funds tracked by Wall St. Rank hold KEX as of Q1 2023.

Kula Investments reported no remaining Kirby Corp position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 4,899 Kirby Corp shares in Q1 2023, an estimated $315K.
Kula Investments first reported a position in Kirby Corp in Q4 2022 and held it in 1 quarter.
Kula Investments's Kirby Corp position peaked at $315K in Q4 2022.
283 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.