Virtus Fund Advisers’s Kirby Corp KEX Stock Holding History

Virtus Fund Advisers’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 Q4	–	Sell	-833	Closed	-$102K	–	123
2024 Q3	$102K	Buy	833 +233	+39%	+$27.8K	0.42%	28
2024 Q2	$71.8K	Buy	+600	New	+$67K	0.28%	38
2016 Q1	–	Sell	-175	Closed	-$9K	–	640
2015 Q4	$9K	Hold	175	–	–	﹤0.01%	665
2015 Q3	$11K	Hold	175	–	–	﹤0.01%	605
2015 Q2	$13K	Sell	175 -954	-84%	-$75.6K	﹤0.01%	604
2015 Q1	$85K	Sell	1,129 -114	-9%	-$8.79K	﹤0.01%	569
2014 Q4	$100K	Hold	1,243	–	–	﹤0.01%	576
2014 Q3	$146K	Sell	1,243 -5,940	-83%	-$707K	﹤0.01%	496
2014 Q2	$841K	Buy	+7,183	New	+$771K	0.01%	485

Other funds holding KEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Virtus Fund Advisers's KEX Position: Q4 2024 in Review

Virtus Fund Advisers sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 833 shares — an estimated $102K sold.

Virtus Fund Advisers first reported a position in KEX in Q2 2014 and held it in 9 quarters. The position peaked at $841K in Q2 2014. 430 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

Virtus Fund Advisers reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
Virtus Fund Advisers sold 833 Kirby Corp shares in Q4 2024, an estimated $102K.
Virtus Fund Advisers first reported a position in Kirby Corp in Q2 2014 and held it in 9 quarters.
Virtus Fund Advisers's Kirby Corp position peaked at $841K in Q2 2014.
430 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Virtus Fund Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.