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World Asset Management’s Kirby Corp KEX Stock Holding History

World Asset 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
2021
Q2 		– Sell
-3,234
Closed -$206K – 888
2021
Q1 		$206K Buy
+3,234
New +$194K 0.02% 847
2020
Q1 		– Sell
-3,382
Closed -$303K – 1004
2019
Q4 		$303K Sell
3,382
-306
-8% -$25.4K 0.01% 800
2019
Q3 		$303K Buy
3,688
+270
+8% +$20.7K 0.01% 827
2019
Q2 		$270K Sell
3,418
-1
-0% -$80 0.01% 906
2019
Q1 		$257K Buy
+3,419
New +$249K 0.01% 925
2018
Q4 		– Sell
-3,127
Closed -$257K – 1154
2018
Q3 		$257K Buy
3,127
+10
+0.3% +$839 0.01% 1017
2018
Q2 		$261K Buy
3,117
+62
+2% +$5.38K 0.01% 1031
2018
Q1 		$235K Sell
3,055
-500
-14% -$37.4K 0.01% 1129
2017
Q4 		$237K Sell
3,555
-185
-5% -$12.1K 0.01% 1264
2017
Q3 		$247K Buy
3,740
+22
+0.6% +$1.39K 0.01% 1247
2017
Q2 		$249K Buy
3,718
+418
+13% +$28.5K 0.01% 1228
2017
Q1 		$233K Buy
3,300
+28
+0.9% +$1.91K 0.01% 1202
2016
Q4 		$218K Sell
3,272
-221
-6% -$14K 0.01% 1191
2016
Q3 		$217K Buy
+3,493
New +$200K 0.01% 1208
2015
Q2 		– Sell
-4,574
Closed -$343K – 1222
2015
Q1 		$343K Sell
4,574
-130
-3% -$10K 0.01% 1006
2014
Q4 		$380K Sell
4,704
-687
-13% -$68.1K 0.01% 950
2014
Q3 		$635K Sell
5,391
-130
-2% -$15.5K 0.02% 780
2014
Q2 		$647K Sell
5,521
-56
-1% -$6.01K 0.02% 806
2014
Q1 		$565K Buy
5,577
+3
+0.1% +$302 0.02% 863
2013
Q4 		$553K Sell
5,574
-951
-15% -$87.3K 0.02% 886
2013
Q3 		$565K Sell
6,525
-932
-12% -$78.2K 0.01% 961
2013
Q2 		$593K Buy
+7,457
New +$575K 0.01% 968

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
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 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
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

World Asset Management's KEX Position: Q2 2021 in Review

World Asset Management sold out of Kirby Corp (KEX) in Q2 2021, closing a stake of 3,234 shares — an estimated $206K sold.

World Asset Management first reported a position in KEX in Q2 2013 and held it in 22 quarters. The position peaked at $647K in Q2 2014. 241 funds tracked by Wall St. Rank hold KEX as of Q2 2021.

  • World Asset Management reported no remaining Kirby Corp position as of Q2 2021 after selling out during the quarter.
  • World Asset Management sold 3,234 Kirby Corp shares in Q2 2021, an estimated $206K.
  • World Asset Management first reported a position in Kirby Corp in Q2 2013 and held it in 22 quarters.
  • World Asset Management's Kirby Corp position peaked at $647K in Q2 2014.
  • 241 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2021.

Based on World Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.