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Sargent Bickham Lagudis’s Kirby Corp KEX Stock Holding History

Sargent Bickham Lagudis’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
Q3 		– Sell
-93
Closed -$7K – 745
2019
Q2 		$7K Hold
93
– – ﹤0.01% 628
2019
Q1 		$7K Sell
93
-102
-52% -$7.43K ﹤0.01% 657
2018
Q4 		$13K Buy
+195
New +$14.4K ﹤0.01% 552

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sargent Bickham Lagudis's KEX Position: Q3 2019 in Review

Sargent Bickham Lagudis sold out of Kirby Corp (KEX) in Q3 2019, closing a stake of 93 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in KEX in Q4 2018 and held it in 3 quarters. The position peaked at $13K in Q4 2018. 258 funds tracked by Wall St. Rank hold KEX as of Q3 2019.

  • Sargent Bickham Lagudis reported no remaining Kirby Corp position as of Q3 2019 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 93 Kirby Corp shares in Q3 2019, an estimated $7K.
  • Sargent Bickham Lagudis first reported a position in Kirby Corp in Q4 2018 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Kirby Corp position peaked at $13K in Q4 2018.
  • 258 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2019, filed 14 Sep 2021.