UIM
KEX icon

USS Investment Management’s Kirby Corp KEX Stock Holding History

USS Investment 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
2016
Q2 		– Sell
-976,395
Closed -$58.9M – 139
2016
Q1 		$58.9M Hold
976,395
– – 0.99% 43
2015
Q4 		$51.4M Buy
976,395
+250,195
+34% +$15.5M 0.85% 50
2015
Q3 		$45M Hold
726,200
– – 0.8% 51
2015
Q2 		$55.7M Buy
+726,200
New +$57.5M 0.88% 51

Other funds holding KEX

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

USS Investment Management's KEX Position: Q2 2016 in Review

USS Investment Management sold out of Kirby Corp (KEX) in Q2 2016, closing a stake of 976,395 shares — an estimated $58.9M sold.

USS Investment Management first reported a position in KEX in Q2 2015 and held it in 4 quarters. The position peaked at $58.9M in Q1 2016. 268 funds tracked by Wall St. Rank hold KEX as of Q2 2016.

  • USS Investment Management reported no remaining Kirby Corp position as of Q2 2016 after selling out during the quarter.
  • USS Investment Management sold 976,395 Kirby Corp shares in Q2 2016, an estimated $58.9M.
  • USS Investment Management first reported a position in Kirby Corp in Q2 2015 and held it in 4 quarters.
  • USS Investment Management's Kirby Corp position peaked at $58.9M in Q1 2016.
  • 268 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2016.

Based on USS Investment Management's 13F filing for Q2 2016, filed 1 Aug 2016.