Addison Advisors’s Kansas City Southern KSU Stock Holding History

Addison Advisors’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	-62	Closed	-$17K	–	733
2021 Q3	$17K	Hold	62	–	–	0.01%	274
2021 Q2	$18K	Buy	+62	New	+$17.9K	0.01%	267

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

Addison Advisors's KSU Position: Q4 2021 in Review

Addison Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 62 shares — an estimated $17K sold.

Addison Advisors first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Addison Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Addison Advisors sold 62 Kansas City Southern shares in Q4 2021, an estimated $17K.
Addison Advisors first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
Addison Advisors's Kansas City Southern position peaked at $18K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Addison Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.