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 $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Tarbox Family Office's KEX Position: Q2 2022 in Review

Tarbox Family Office sold out of Kirby Corp (KEX) in Q2 2022, closing a stake of 24 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in KEX in Q2 2019 and held it in 12 quarters. The position peaked at $2K in Q1 2022. 269 funds tracked by Wall St. Rank hold KEX as of Q2 2022.

Tarbox Family Office reported no remaining Kirby Corp position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 24 Kirby Corp shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in Kirby Corp in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Kirby Corp position peaked at $2K in Q1 2022.
269 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.