WRF
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Waddell & Reed Financial’s Kirby Corp KEX Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$7.73M Buy
128,187
+37,724
+42% +$2.27M 0.02% 419
2020
Q4 		$4.69M Buy
+90,463
New +$4.12M 0.01% 439
2016
Q4 		– Sell
-100,300
Closed -$6.23M – 601
2016
Q3 		$6.23M Sell
100,300
-34,200
-25% -$1.96M 0.01% 466
2016
Q2 		$8.39M Sell
134,500
-19,100
-12% -$1.25M 0.02% 416
2016
Q1 		$9.26M Buy
153,600
+25,400
+20% +$1.39M 0.02% 409
2015
Q4 		$6.75M Buy
128,200
+13,100
+11% +$811K 0.01% 466
2015
Q3 		$7.13M Buy
115,100
+35,900
+45% +$2.54M 0.01% 457
2015
Q2 		$6.07M Buy
+79,200
New +$6.28M 0.01% 488

Other funds holding KEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return
HP
Hound Partners New York $792M AUM 9.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return