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Stonebridge Capital Advisors’s Kirby Corp KEX Stock Holding History

Stonebridge Capital Advisors’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
2020
Q3 		– Sell
-17
Closed -$1K – 454
2020
Q2 		$1K Hold
17
– – ﹤0.01% 726
2020
Q1 		$1K Hold
17
– – ﹤0.01% 719
2019
Q4 		$2K Hold
17
– – ﹤0.01% 738
2019
Q3 		$1K Hold
17
– – ﹤0.01% 798
2019
Q2 		$1K Buy
+17
New +$1.36K ﹤0.01% 842

Other funds holding KEX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stonebridge Capital Advisors's KEX Position: Q3 2020 in Review

Stonebridge Capital Advisors sold out of Kirby Corp (KEX) in Q3 2020, closing a stake of 17 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in KEX in Q2 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 232 funds tracked by Wall St. Rank hold KEX as of Q3 2020.

  • Stonebridge Capital Advisors reported no remaining Kirby Corp position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 17 Kirby Corp shares in Q3 2020, an estimated $1K.
  • Stonebridge Capital Advisors first reported a position in Kirby Corp in Q2 2019 and held it in 5 quarters.
  • Stonebridge Capital Advisors's Kirby Corp position peaked at $2K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2020, filed 18 Nov 2020.