Smithfield Trust’s Kirby Corp KEX Stock Holding History

Smithfield Trust’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	-48	Closed	-$5K	–	1060
2024 Q4	$5K	Hold	48	–	–	﹤0.01%	975
2024 Q3	$6K	Buy	+48	New	+$5.72K	﹤0.01%	922
2024 Q2	–	Sell	-120	Closed	-$11K	–	1043
2024 Q1	$11K	Hold	120	–	–	﹤0.01%	823
2023 Q4	$10K	Hold	120	–	–	﹤0.01%	826
2023 Q3	$10K	Hold	120	–	–	﹤0.01%	807
2023 Q2	$9K	Hold	120	–	–	﹤0.01%	839
2023 Q1	$9K	Hold	120	–	–	﹤0.01%	807
2022 Q4	$8K	Hold	120	–	–	﹤0.01%	815
2022 Q3	$8K	Hold	120	–	–	﹤0.01%	812
2022 Q2	$8K	Hold	120	–	–	﹤0.01%	858
2022 Q1	$9K	Hold	120	–	–	﹤0.01%	865
2021 Q4	$8K	Hold	120	–	–	﹤0.01%	902
2021 Q3	$5K	Hold	120	–	–	﹤0.01%	1010
2021 Q2	$7K	Hold	120	–	–	﹤0.01%	910
2021 Q1	$7K	Hold	120	–	–	﹤0.01%	934
2020 Q4	$6K	Hold	120	–	–	﹤0.01%	944
2020 Q3	$4K	Hold	120	–	–	﹤0.01%	970
2020 Q2	$6K	Buy	+120	New	+$6.13K	﹤0.01%	824

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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