WC
KEX icon

Walthausen & Co’s Kirby Corp KEX Stock Holding History

Walthausen & Co’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
2022
Q3 		$1.88M Sell
31,000
-320
-1% -$20.5K 1.57% 3
2022
Q2 		$1.91M Sell
31,320
-20,180
-39% -$1.31M 0.85% 37
2022
Q1 		$3.72M Sell
51,500
-10,310
-17% -$687K 1.05% 9
2021
Q4 		$3.67M Buy
61,810
+5,690
+10% +$318K 0.96% 11
2021
Q3 		$2.69M Buy
56,120
+9,610
+21% +$533K 0.68% 65
2021
Q2 		$2.82M Buy
+46,510
New +$3M 0.62% 76
2020
Q3 		– Sell
-96,854
Closed -$5.19M – 136
2020
Q2 		$5.19M Buy
96,854
+740
+0.8% +$37.8K 1.05% 43
2020
Q1 		$4.18M Buy
96,114
+50
+0.1% +$3.4K 0.9% 55
2019
Q4 		$8.6M Buy
+96,064
New +$7.96M 1.13% 22
2017
Q3 		– Sell
-75,240
Closed -$5.03M – 119
2017
Q2 		$5.03M Sell
75,240
-1,800
-2% -$123K 0.49% 93
2017
Q1 		$5.43M Sell
77,040
-4,790
-6% -$327K 0.56% 90
2016
Q4 		$5.44M Sell
81,830
-40,090
-33% -$2.53M 0.5% 93
2016
Q3 		$7.58M Buy
121,920
+27,520
+29% +$1.58M 0.76% 56
2016
Q2 		$5.89M Sell
94,400
-19,080
-17% -$1.25M 0.61% 90
2016
Q1 		$6.84M Buy
+113,480
New +$6.19M 0.72% 58

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return