Shaker Investments’s Kirby Corp KEX Stock Holding History

Shaker Investments’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	-35,663	Closed	-$3.77M	–	101
2024 Q4	$3.77M	Sell	35,663 -1,269	-3%	-$153K	1.58%	19
2024 Q3	$4.52M	Buy	36,932 +13	+0%	+$1.55K	1.88%	13
2024 Q2	$4.42M	Sell	36,919 -12,889	-26%	-$1.44M	1.92%	11
2024 Q1	$4.75M	Buy	49,808 +220	+0.4%	+$18.6K	2.01%	10
2023 Q4	$3.89M	Sell	49,588 -5,717	-10%	-$447K	1.81%	13
2023 Q3	$4.58M	Sell	55,305 -414	-0.7%	-$33.5K	2.52%	9
2023 Q2	$4.29M	Buy	55,719 +3,914	+8%	+$282K	2.19%	13
2023 Q1	$3.61M	Buy	51,805 +14,216	+38%	+$979K	2.02%	12
2022 Q4	$2.42M	Buy	+37,589	New	+$2.51M	1.5%	22

Other funds holding KEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Shaker Investments's KEX Position: Q1 2025 in Review

Shaker Investments sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 35,663 shares — an estimated $3.77M sold.

Shaker Investments first reported a position in KEX in Q4 2022 and held it in 9 quarters. The position peaked at $4.75M in Q1 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Shaker Investments reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
Shaker Investments sold 35,663 Kirby Corp shares in Q1 2025, an estimated $3.77M.
Shaker Investments first reported a position in Kirby Corp in Q4 2022 and held it in 9 quarters.
Shaker Investments's Kirby Corp position peaked at $4.75M in Q1 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Shaker Investments's 13F filing for Q1 2025, filed 23 Apr 2025.