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Williamson Legacy Group’s Kirby Corp KEX Stock Holding History

Williamson Legacy Group’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
2024
Q4 		– Sell
-8,068
Closed -$988K – 125
2024
Q3 		$988K Buy
8,068
+3,010
+60% +$359K 0.66% 39
2024
Q2 		$606K Buy
+5,058
New +$565K 0.45% 68

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Williamson Legacy Group's KEX Position: Q4 2024 in Review

Williamson Legacy Group sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 8,068 shares — an estimated $988K sold.

Williamson Legacy Group first reported a position in KEX in Q2 2024 and held it in 2 quarters. The position peaked at $988K in Q3 2024. 431 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

  • Williamson Legacy Group reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 8,068 Kirby Corp shares in Q4 2024, an estimated $988K.
  • Williamson Legacy Group first reported a position in Kirby Corp in Q2 2024 and held it in 2 quarters.
  • Williamson Legacy Group's Kirby Corp position peaked at $988K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Williamson Legacy Group's 13F filing for Q4 2024, filed 5 Feb 2025.