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Weld Capital Management’s Kirby Corp KEX Stock Holding History

Weld Capital Management’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
2020
Q4 		– Sell
-8,886
Closed -$321K – 582
2020
Q3 		$321K Buy
+8,886
New +$392K 0.13% 273
2019
Q2 		– Sell
-14,936
Closed -$1.12M – 849
2019
Q1 		$1.12M Buy
+14,936
New +$1.09M 0.2% 184

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Weld Capital Management's KEX Position: Q4 2020 in Review

Weld Capital Management sold out of Kirby Corp (KEX) in Q4 2020, closing a stake of 8,886 shares — an estimated $321K sold.

Weld Capital Management first reported a position in KEX in Q1 2019 and held it in 2 quarters. The position peaked at $1.12M in Q1 2019. 242 funds tracked by Wall St. Rank hold KEX as of Q4 2020.

  • Weld Capital Management reported no remaining Kirby Corp position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 8,886 Kirby Corp shares in Q4 2020, an estimated $321K.
  • Weld Capital Management first reported a position in Kirby Corp in Q1 2019 and held it in 2 quarters.
  • Weld Capital Management's Kirby Corp position peaked at $1.12M in Q1 2019.
  • 242 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.