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USA Financial Formulas’s Kirby Corp KEX Stock Holding History

USA Financial Formulas’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
2024
Q3 		– Sell
-2,376
Closed -$284K – 321
2024
Q2 		$284K Buy
+2,376
New +$265K 0.05% 124
2018
Q4 		– Sell
-6,915
Closed -$578K – 371
2018
Q3 		$578K Buy
+6,915
New +$580K 0.15% 107

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

USA Financial Formulas's KEX Position: Q3 2024 in Review

USA Financial Formulas sold out of Kirby Corp (KEX) in Q3 2024, closing a stake of 2,376 shares — an estimated $284K sold.

USA Financial Formulas first reported a position in KEX in Q3 2018 and held it in 2 quarters. The position peaked at $578K in Q3 2018. 407 funds tracked by Wall St. Rank hold KEX as of Q3 2024.

  • USA Financial Formulas reported no remaining Kirby Corp position as of Q3 2024 after selling out during the quarter.
  • USA Financial Formulas sold 2,376 Kirby Corp shares in Q3 2024, an estimated $284K.
  • USA Financial Formulas first reported a position in Kirby Corp in Q3 2018 and held it in 2 quarters.
  • USA Financial Formulas's Kirby Corp position peaked at $578K in Q3 2018.
  • 407 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2024.

Based on USA Financial Formulas's 13F filing for Q3 2024, filed 8 Oct 2024.