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Lee Ainslie’s Kirby Corp KEX Stock Holding History

Lee Ainslie’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
Q2 		– Sell
-5,610
Closed -$535K – 382
2024
Q1 		$535K Buy
+5,610
New +$473K 0.01% 202
2023
Q2 		– Sell
-4,862
Closed -$339K – 483
2023
Q1 		$339K Buy
+4,862
New +$335K 0.01% 384
2021
Q2 		– Sell
-18,251
Closed -$1.1M – 774
2021
Q1 		$1.1M Buy
+18,251
New +$1.1M 0.01% 235
2020
Q4 		– Sell
-19,684
Closed -$712K – 730
2020
Q3 		$712K Buy
19,684
+7,111
+57% +$313K 0.01% 366
2020
Q2 		$673K Buy
+12,573
New +$642K 0.01% 412

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Lee Ainslie's KEX Position: Q2 2024 in Review

Lee Ainslie sold out of Kirby Corp (KEX) in Q2 2024, closing a stake of 5,610 shares — an estimated $535K sold.

Lee Ainslie first reported a position in KEX in Q2 2020 and held it in 5 quarters. The position peaked at $1.1M in Q1 2021. 403 funds tracked by Wall St. Rank hold KEX as of Q2 2024.

  • Lee Ainslie reported no remaining Kirby Corp position as of Q2 2024 after selling out during the quarter.
  • Lee Ainslie sold 5,610 Kirby Corp shares in Q2 2024, an estimated $535K.
  • Lee Ainslie first reported a position in Kirby Corp in Q2 2020 and held it in 5 quarters.
  • Lee Ainslie's Kirby Corp position peaked at $1.1M in Q1 2021.
  • 403 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.