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Steward Financial Group’s Kirby Corp KEX Stock Holding History

Steward Financial Group’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
Q3 		$4K Buy
+53
New +$4.29K ﹤0.01% 733
2022
Q3 		– Sell
-32
Closed -$1K – 720
2022
Q2 		$1K Buy
+32
New +$2.08K ﹤0.01% 777

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

Steward Financial Group's KEX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Kirby Corp (KEX) in Q3 2023: 53 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KEX as recently as Q2 2022.

Steward Financial Group first reported a position in KEX in Q2 2022 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold KEX as of Q3 2023.

  • Steward Financial Group held 53 shares of Kirby Corp worth $4K as of Q3 2023.
  • Kirby Corp was a new Steward Financial Group position in Q3 2023.
  • Kirby Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #733 holding.
  • Steward Financial Group first reported a position in Kirby Corp in Q2 2022 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.