Ownership history in AGF MANAGEMENT LTD Β· 7 quarters on record
This page tracks every 13F SEC filing in which AGF MANAGEMENT LTD reported a position in Kirby Corp. (KEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AGF MANAGEMENT LTD underperformed the S&P 500 by β10.9% annually on this KEX position. Timing score: 17% (1/6 decisions correct). Average cost basis: $89.17. Maximum drawdown during holding period: β31.8%.
β Significantly underperformed the S&P 500 by 10.9% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 6 add/trim decisions correct
Best entry: $69.70 (2023 Q1) Β· Worst: $122.43 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 3 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size