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RCAMU
Rothschild & Co Asset Management US’s
Kirby Corp
KEX
Stock Holding History
Rothschild & Co Asset Management US’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
2020
Q1
–
Sell
-211,597
Closed
-$18.9M
–
346
2019
Q4
$18.9M
Sell
211,597
-8,732
-4%
-$723K
0.2%
196
2019
Q3
$18.1M
Sell
220,329
-4,344
-2%
-$333K
0.2%
201
2019
Q2
$17.7M
Buy
224,673
+42,612
+23%
+$3.42M
0.19%
198
2019
Q1
$13.7M
Buy
182,061
+6,471
+4%
+$472K
0.15%
222
2018
Q4
$11.8M
Sell
175,590
-483
-0.3%
-$35.7K
0.14%
231
2018
Q3
$14.5M
Sell
176,073
-4,190
-2%
-$351K
0.15%
233
2018
Q2
$15.1M
Buy
180,263
+2,934
+2%
+$255K
0.16%
223
2018
Q1
$13.6M
Sell
177,329
-1,946
-1%
-$146K
0.15%
225
2017
Q4
$12M
Sell
179,275
-290
-0.2%
-$19K
0.13%
246
2017
Q3
$11.8M
Buy
179,565
+17,449
+11%
+$1.11M
0.13%
236
2017
Q2
$10.8M
Buy
162,116
+5,674
+4%
+$387K
0.12%
247
2017
Q1
$11M
Buy
156,442
+2,241
+1%
+$153K
0.13%
234
2016
Q4
$10.3M
Buy
154,201
+1,561
+1%
+$98.7K
0.13%
234
2016
Q3
$9.49M
Buy
152,640
+10,727
+8%
+$616K
0.16%
221
2016
Q2
$8.85M
Buy
141,913
+22,436
+19%
+$1.47M
0.16%
217
2016
Q1
$7.2M
Buy
119,477
+1,966
+2%
+$107K
0.14%
223
2015
Q4
$6.18M
Buy
+117,511
New
+$7.27M
0.11%
249
2015
Q1
–
Sell
-155,615
Closed
-$12.6M
–
343
2014
Q4
$12.6M
Buy
155,615
+70,741
+83%
+$7.01M
0.25%
129
2014
Q3
$10.1M
Buy
+84,874
New
+$10.1M
0.22%
145
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$23.1B AUM
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1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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