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LCG
Lisanti Capital Growth’s
Kirby Corp
KEX
Stock Holding History
Lisanti Capital Growth’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
-23,105
Closed
-$2.83M
–
125
2024
Q3
$2.83M
Sell
23,105
-3,770
-14%
-$450K
0.72%
64
2024
Q2
$3.22M
Buy
+26,875
New
+$3M
0.77%
63
2023
Q4
–
Sell
-69,895
Closed
-$5.79M
–
153
2023
Q3
$5.79M
Buy
69,895
+41,300
+144%
+$3.34M
0.91%
43
2023
Q2
$2.2M
Sell
28,595
-4,155
-13%
-$299K
0.31%
106
2023
Q1
$2.28M
Sell
32,750
-13,440
-29%
-$926K
0.32%
100
2022
Q4
$2.97M
Buy
+46,190
New
+$3.08M
0.41%
91
2022
Q2
–
Sell
-96,830
Closed
-$6.99M
–
120
2022
Q1
$6.99M
Buy
+96,830
New
+$6.46M
0.79%
52
Other funds holding KEX
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$18.8B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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