AP
KSU

Advisor Partners’s Kansas City Southern KSU Stock Holding History

Advisor 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
-5,496
Closed -$1.49M – 887
2021
Q3 		$1.49M Sell
5,496
-300
-5% -$83.5K 0.1% 191
2021
Q2 		$1.64M Sell
5,796
-148
-2% -$42.7K 0.11% 182
2021
Q1 		$1.57M Sell
5,944
-55
-0.9% -$12K 0.11% 178
2020
Q4 		$1.23M Sell
5,999
-80
-1% -$15K 0.09% 201
2020
Q3 		$1.1M Sell
6,079
-175
-3% -$30.3K 0.09% 190
2020
Q2 		$934K Sell
6,254
-174
-3% -$24.5K 0.09% 208
2020
Q1 		$817K Buy
6,428
+2,902
+82% +$443K 0.1% 191
2019
Q4 		$563K Buy
3,526
+1,398
+66% +$205K 0.06% 324
2019
Q3 		$283K Buy
2,128
+106
+5% +$13.2K 0.03% 489
2019
Q2 		$246K Sell
2,022
-45
-2% -$5.38K 0.03% 536
2019
Q1 		$240K Buy
+2,067
New +$223K 0.03% 526
2018
Q4 		– Sell
-2,032
Closed -$230K – 671
2018
Q3 		$230K Buy
2,032
+27
+1% +$3.08K 0.03% 548
2018
Q2 		$212K Buy
2,005
+45
+2% +$4.89K 0.04% 530
2018
Q1 		$215K Sell
1,960
-204
-9% -$22.1K 0.04% 508
2017
Q4 		$238K Buy
2,164
+172
+9% +$18.3K 0.04% 478
2017
Q3 		$216K Buy
1,992
+60
+3% +$6.29K 0.04% 443
2017
Q2 		$202K Buy
+1,932
New +$181K 0.05% 446

Other funds holding KSU

Kovitz Investment Group Partners
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

Advisor Partners's KSU Position: Q4 2021 in Review

Advisor Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 5,496 shares — an estimated $1.49M sold.

Advisor Partners first reported a position in KSU in Q2 2017 and held it in 17 quarters. The position peaked at $1.64M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Advisor Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Advisor Partners sold 5,496 Kansas City Southern shares in Q4 2021, an estimated $1.49M.
  • Advisor Partners first reported a position in Kansas City Southern in Q2 2017 and held it in 17 quarters.
  • Advisor Partners's Kansas City Southern position peaked at $1.64M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Advisor Partners's 13F filing for Q4 2021, filed 4 Feb 2022.