SWM
KEX icon

Sugarloaf Wealth Management’s Kirby Corp KEX Stock Holding History

Sugarloaf Wealth Management’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
Q2 		– Sell
-48
Closed -$2K – 702
2020
Q1 		$2K Hold
48
– – ﹤0.01% 598
2019
Q4 		$4K Buy
+48
New +$3.98K ﹤0.01% 570

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Sugarloaf Wealth Management's KEX Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Kirby Corp (KEX) in Q2 2020, closing a stake of 48 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in KEX in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 244 funds tracked by Wall St. Rank hold KEX as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining Kirby Corp position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 48 Kirby Corp shares in Q2 2020, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Kirby Corp in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Kirby Corp position peaked at $4K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.