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Disclosery

SHAKER INVESTMENTS LLC/OH: KEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHAKER INVESTMENTS LLC/OH on KEX, newest first. How the timeline and the estimate are built.

SHAKER INVESTMENTS LLC/OH held 0 KEX shares at 2025-03-31 per its 13F-HR filed 2025-04-23.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -35,663 shares

    13F-HR 0001009005-25-000003 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 35,663 shares
    Change vs previous 13F -1,269 shares

    1.58% of the 13F portfolio, value $3,773,145.

    13F-HR 0001009005-25-000001 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 36,932 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $4,521,585.

    13F-HR 0001009005-24-000017 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).