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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Waddell & Reed Financial's KEX Position: Q1 2021 in Review

Waddell & Reed Financial increased its Kirby Corp (KEX) stake by 42% in Q1 2021, buying an estimated $2.27M and bringing the position to 128,187 shares worth $7.73M. The position accounts for 0.02% of the portfolio, ranked #419.

Waddell & Reed Financial first reported a position in KEX in Q2 2015 and has held it in 8 quarters since. The position peaked at $9.26M in Q1 2016. 249 funds tracked by Wall St. Rank hold KEX as of Q1 2021.

Waddell & Reed Financial held 128,187 shares of Kirby Corp worth $7.73M as of Q1 2021.
Waddell & Reed Financial bought 37,724 Kirby Corp shares in Q1 2021, an estimated $2.27M.
Kirby Corp made up 0.02% of Waddell & Reed Financial's portfolio in Q1 2021, its #419 holding.
Waddell & Reed Financial first reported a position in Kirby Corp in Q2 2015 and has held it in 8 quarters since.
Waddell & Reed Financial's Kirby Corp position peaked at $9.26M in Q1 2016.
249 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.