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Washington Trust’s Kirby Corp KEX Stock Holding History

Washington Trust’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
Q4 		– Sell
-21
Closed -$1K – 975
2022
Q3 		$1K Sell
21
-4
-16% -$256 ﹤0.01% 874
2022
Q2 		$2K Buy
25
+3
+14% +$195 ﹤0.01% 809
2022
Q1 		$2K Buy
22
+17
+340% +$1.13K ﹤0.01% 834
2021
Q4 		$0 Buy
+5
New +$279 ﹤0.01% 1017

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Washington Trust's KEX Position: Q4 2022 in Review

Washington Trust sold out of Kirby Corp (KEX) in Q4 2022, closing a stake of 21 shares — an estimated $1K sold.

Washington Trust first reported a position in KEX in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 284 funds tracked by Wall St. Rank hold KEX as of Q4 2022.

  • Washington Trust reported no remaining Kirby Corp position as of Q4 2022 after selling out during the quarter.
  • Washington Trust sold 21 Kirby Corp shares in Q4 2022, an estimated $1K.
  • Washington Trust first reported a position in Kirby Corp in Q4 2021 and held it in 4 quarters.
  • Washington Trust's Kirby Corp position peaked at $2K in Q2 2022.
  • 284 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2022.

Based on Washington Trust's 13F filing for Q4 2022, filed 8 Feb 2023.