Shellback Capital’s Kirby Corp KEX Stock Holding History

Shellback Capital’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
2023 Q2	–	Sell	-60,000	Closed	-$4.18M	–	97
2023 Q1	$4.18M	Buy	+60,000	New	+$4.13M	0.47%	63

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shellback Capital's KEX Position: Q2 2023 in Review

Shellback Capital sold out of Kirby Corp (KEX) in Q2 2023, closing a stake of 60,000 shares — an estimated $4.18M sold.

Shellback Capital first reported a position in KEX in Q1 2023 and held it in 1 quarter. The position peaked at $4.18M in Q1 2023. 281 funds tracked by Wall St. Rank hold KEX as of Q2 2023.

Shellback Capital reported no remaining Kirby Corp position as of Q2 2023 after selling out during the quarter.
Shellback Capital sold 60,000 Kirby Corp shares in Q2 2023, an estimated $4.18M.
Shellback Capital first reported a position in Kirby Corp in Q1 2023 and held it in 1 quarter.
Shellback Capital's Kirby Corp position peaked at $4.18M in Q1 2023.
281 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2023.

Based on Shellback Capital's 13F filing for Q2 2023, filed 14 Aug 2023.