R Squared’s Kirby Corp KEX Stock Holding History

R Squared’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
2025 Q1	–	Sell	-720	Closed	-$76.2K	–	913
2024 Q4	$76.2K	Buy	+720	New	+$86.8K	0.07%	345

Other funds holding KEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 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

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

R Squared's KEX Position: Q1 2025 in Review

R Squared sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 720 shares — an estimated $76.2K sold.

R Squared first reported a position in KEX in Q4 2024 and held it in 1 quarter. The position peaked at $76.2K in Q4 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

R Squared reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
R Squared sold 720 Kirby Corp shares in Q1 2025, an estimated $76.2K.
R Squared first reported a position in Kirby Corp in Q4 2024 and held it in 1 quarter.
R Squared's Kirby Corp position peaked at $76.2K in Q4 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.