Numeric Investors’s Kirby Corp KEX Stock Holding History

Numeric Investors’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
2017 Q4	–	Sell	-8,100	Closed	-$534K	–	1120
2017 Q3	$534K	Buy	+8,100	New	+$513K	﹤0.01%	867
2016 Q3	–	Sell	-9,500	Closed	-$593K	–	1125
2016 Q2	$593K	Buy	+9,500	New	+$622K	0.01%	705
2015 Q4	–	Sell	-28,600	Closed	-$1.77M	–	1055
2015 Q3	$1.77M	Buy	28,600 +10,300	+56%	+$728K	0.02%	417
2015 Q2	$1.4M	Buy	18,300 +1,000	+6%	+$79.2K	0.02%	439
2015 Q1	$1.3M	Buy	17,300 +2,500	+17%	+$193K	0.02%	422
2014 Q4	$1.2M	Buy	+14,800	New	+$1.47M	0.02%	425
2014 Q2	–	Sell	-7,300	Closed	-$739K	–	843
2014 Q1	$739K	Buy	+7,300	New	+$735K	0.01%	496

Other funds holding KEX

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Numeric Investors's KEX Position: Q4 2017 in Review

Numeric Investors sold out of Kirby Corp (KEX) in Q4 2017, closing a stake of 8,100 shares — an estimated $534K sold.

Numeric Investors first reported a position in KEX in Q1 2014 and held it in 7 quarters. The position peaked at $1.77M in Q3 2015. 248 funds tracked by Wall St. Rank hold KEX as of Q4 2017.

Numeric Investors reported no remaining Kirby Corp position as of Q4 2017 after selling out during the quarter.
Numeric Investors sold 8,100 Kirby Corp shares in Q4 2017, an estimated $534K.
Numeric Investors first reported a position in Kirby Corp in Q1 2014 and held it in 7 quarters.
Numeric Investors's Kirby Corp position peaked at $1.77M in Q3 2015.
248 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.