VELA Small Cap Fund KEX Holdings History
Number of Shares
55,594.00
Current Holdings Value*
$5.62 Mil
% of Portfolio
5.21%
Total Estimate Gain
$3.24 Mil
% of Total Estimate Gain
68.41%
VELA Small Cap Fund's Kirby Corp Holding Summary
As of 2025-03-31, VELA Funds held 55,594.00 shares of Kirby Corp(KEX), totaling $5.62 Mil. This investment constitutes 5.21% of their stock portfolio, and VELA Funds now holds 0.1% of the outstanding Kirby Corp(KEX) stock.
The initial trade took place in 2021Q4. And since then VELA Small Cap Fund has made 7 purchases of KEX, at an average price of $66.41, for a total of 71,334.00 shares. In addition, there have been 2 sales at an average price of $92.98 for 15,740.00 shares. Based on historical transaction data and KEX's current price of $117.18, VELA Small Cap Fund's estimated gain on his KEX holdings is $3.24 Mil, reflecting a 68.41% gain to date.
VELA Small Cap Fund KEX ($117.18) Holding Chart
VELA Small Cap Fund KEX ($117.18) 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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