PSP
KEX icon

Principal Street Partners’s Kirby Corp KEX Stock Holding History

Principal Street Partners’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
-1,773
Closed -$217K – 245
2024
Q3 		$217K Sell
1,773
-5,115
-74% -$610K 0.04% 206
2024
Q2 		$825K Buy
6,888
+1,261
+22% +$141K 0.15% 79
2024
Q1 		$536K Buy
5,627
+343
+6% +$28.9K 0.1% 128
2023
Q4 		$415K Buy
5,284
+1,048
+25% +$82K 0.1% 132
2023
Q3 		$351K Buy
4,236
+1,489
+54% +$120K 0.07% 181
2023
Q2 		$211K Buy
+2,747
New +$198K 0.05% 208

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Principal Street Partners's KEX Position: Q4 2024 in Review

Principal Street Partners sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 1,773 shares — an estimated $217K sold.

Principal Street Partners first reported a position in KEX in Q2 2023 and held it in 6 quarters. The position peaked at $825K in Q2 2024. 431 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

  • Principal Street Partners reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
  • Principal Street Partners sold 1,773 Kirby Corp shares in Q4 2024, an estimated $217K.
  • Principal Street Partners first reported a position in Kirby Corp in Q2 2023 and held it in 6 quarters.
  • Principal Street Partners's Kirby Corp position peaked at $825K in Q2 2024.
  • 431 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Principal Street Partners's 13F filing for Q4 2024, filed 18 Feb 2025.