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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return