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Yorktown Management & Research Company’s Kirby Corp KEX Stock Holding History

Yorktown Management & Research Company’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
2025
Q1 		– Sell
-6,950
Closed -$735K – 221
2024
Q4 		$735K Hold
6,950
– – 0.71% 29
2024
Q3 		$851K Hold
6,950
– – 0.87% 14
2024
Q2 		$832K Buy
+6,950
New +$776K 0.89% 18

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Yorktown Management & Research Company's KEX Position: Q1 2025 in Review

Yorktown Management & Research Company sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 6,950 shares — an estimated $735K sold.

Yorktown Management & Research Company first reported a position in KEX in Q2 2024 and held it in 3 quarters. The position peaked at $851K in Q3 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

  • Yorktown Management & Research Company reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
  • Yorktown Management & Research Company sold 6,950 Kirby Corp shares in Q1 2025, an estimated $735K.
  • Yorktown Management & Research Company first reported a position in Kirby Corp in Q2 2024 and held it in 3 quarters.
  • Yorktown Management & Research Company's Kirby Corp position peaked at $851K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Yorktown Management & Research Company's 13F filing for Q1 2025, filed 23 Apr 2025.