Polar Capital’s Kirby Corp KEX Stock Holding History

Polar Capital’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
2019 Q4	–	Sell	-336,716	Closed	-$27.7M	–	298
2019 Q3	$27.7M	Sell	336,716 -97,022	-22%	-$7.43M	0.25%	119
2019 Q2	$34.3M	Hold	433,738	–	–	0.3%	106
2019 Q1	$32.6M	Sell	433,738 -69,770	-14%	-$5.08M	0.3%	114
2018 Q4	$33.9M	Sell	503,508 -280,531	-36%	-$20.8M	0.36%	92
2018 Q3	$64.5M	Buy	784,039 +19,814	+3%	+$1.66M	0.55%	58
2018 Q2	$63.9K	Sell	764,225 -136,706	-15%	-$11.9M	0.38%	54
2018 Q1	$69.3M	Buy	900,931 +78,419	+10%	+$5.87M	0.7%	34
2017 Q4	$54.9M	Buy	822,512 +39,120	+5%	+$2.56M	0.57%	44
2017 Q3	$51.7M	Hold	783,392	–	–	0.58%	48
2017 Q2	$52.4M	Buy	783,392 +83,503	+12%	+$5.69M	0.7%	43
2017 Q1	$49.4M	Buy	+699,889	New	+$47.8M	0.74%	42

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

ACH

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

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

Polar Capital's KEX Position: Q4 2019 in Review

Polar Capital sold out of Kirby Corp (KEX) in Q4 2019, closing a stake of 336,716 shares — an estimated $27.7M sold.

Polar Capital first reported a position in KEX in Q1 2017 and held it in 11 quarters. The position peaked at $69.3M in Q1 2018. 276 funds tracked by Wall St. Rank hold KEX as of Q4 2019.

Polar Capital reported no remaining Kirby Corp position as of Q4 2019 after selling out during the quarter.
Polar Capital sold 336,716 Kirby Corp shares in Q4 2019, an estimated $27.7M.
Polar Capital first reported a position in Kirby Corp in Q1 2017 and held it in 11 quarters.
Polar Capital's Kirby Corp position peaked at $69.3M in Q1 2018.
276 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2019.

Based on Polar Capital's 13F filing for Q4 2019, filed 14 Feb 2020.