Pathstone Family Office’s Kirby Corp KEX Stock Holding History

Pathstone Family Office’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 Q3	$258K	Buy	+3,111	New	+$252K	﹤0.01%	1379
2021 Q1	–	Sell	-3	Closed	–	–	1015
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1243
2020 Q3	$0	Sell	3 -3	-50%	-$132	﹤0.01%	903
2020 Q2	$0	Buy	+6	New	+$307	﹤0.01%	850

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pathstone Family Office's KEX Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Kirby Corp (KEX) in Q3 2023: 3,111 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in KEX as recently as Q4 2020.

Pathstone Family Office first reported a position in KEX in Q2 2020 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold KEX as of Q3 2023.

Pathstone Family Office held 3,111 shares of Kirby Corp worth $258K as of Q3 2023.
Kirby Corp was a new Pathstone Family Office position in Q3 2023.
Kirby Corp made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1379 holding.
Pathstone Family Office first reported a position in Kirby Corp in Q2 2020 and has held it in 4 quarters since.
314 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.