Abacus Wealth Partners’s Kansas City Southern KSU Stock Holding History

Abacus Wealth Partners’s Portfolio KSU Stock Details KSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,350	Closed	-$365K	–	136
2021 Q3	$365K	Hold	1,350	–	–	0.13%	60
2021 Q2	$383K	Hold	1,350	–	–	0.15%	55
2021 Q1	$356K	Buy	+1,350	New	+$294K	0.25%	55

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Abacus Wealth Partners's KSU Position: Q4 2021 in Review

Abacus Wealth Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,350 shares — an estimated $365K sold.

Abacus Wealth Partners first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $383K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Abacus Wealth Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Abacus Wealth Partners sold 1,350 Kansas City Southern shares in Q4 2021, an estimated $365K.
Abacus Wealth Partners first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Abacus Wealth Partners's Kansas City Southern position peaked at $383K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Abacus Wealth Partners's 13F filing for Q4 2021, filed 31 May 2023.