Aft Forsyth & Sober’s Kansas City Southern KSU Stock Holding History

Aft Forsyth & Sober’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	-5,250	Closed	-$1.42M	–	96
2021 Q3	$1.42M	Hold	5,250	–	–	0.53%	52
2021 Q2	$1.49M	Hold	5,250	–	–	0.56%	36
2021 Q1	$1.39M	Buy	+5,250	New	+$1.14M	0.57%	35

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

Aft Forsyth & Sober's KSU Position: Q4 2021 in Review

Aft Forsyth & Sober sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 5,250 shares — an estimated $1.42M sold.

Aft Forsyth & Sober first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $1.49M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Aft Forsyth & Sober reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Aft Forsyth & Sober sold 5,250 Kansas City Southern shares in Q4 2021, an estimated $1.42M.
Aft Forsyth & Sober first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Aft Forsyth & Sober's Kansas City Southern position peaked at $1.49M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Aft Forsyth & Sober's 13F filing for Q4 2021, filed 11 Feb 2022.