Tarbox Family Office’s Kirby Corp KEX Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-24	Closed	-$2K	–	571
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	817
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	1016
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	1064
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	1061
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	1040
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	1014
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	991
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	988
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	893
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	810
2019 Q3	$2K	Hold	24	–	–	﹤0.01%	746
2019 Q2	$2K	Buy	+24	New	+$1.93K	﹤0.01%	746

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return