UBS U.S. SMALL CAP GROWTH FUND KEX Holdings History
Number of Shares
15,045.00
Current Holdings Value*
$1.52 Mil
% of Portfolio
1.54%
Total Estimate Gain
$188,363.40
% of Total Estimate Gain
11.99%
UBS U.S. SMALL CAP GROWTH FUND's Kirby Corp Holding Summary
As of 2025-03-31, UBS FUNDS held 15,045.00 shares of Kirby Corp(KEX), totaling $1.52 Mil. This investment constitutes 1.54% of their stock portfolio, and UBS FUNDS now holds 0.03% of the outstanding Kirby Corp(KEX) stock.
The initial trade took place in 2025Q1. And since then UBS U.S. SMALL CAP GROWTH FUND has made 1 purchases of KEX, at an average price of $104.38, for a total of 15,045.00 shares. Based on historical transaction data and KEX's current price of $116.90, UBS U.S. SMALL CAP GROWTH FUND's estimated gain on his KEX holdings is $188,363.40, reflecting a 11.99% gain to date.
UBS U.S. SMALL CAP GROWTH FUND KEX ($116.90) Holding Chart
UBS U.S. SMALL CAP GROWTH FUND KEX ($116.90) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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