AL
KSU

AJO LP’s Kansas City Southern KSU Stock Holding History

AJO LP’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
2020
Q3 		– Sell
-29,416
Closed -$4.39M – 852
2020
Q2 		$4.39M Sell
29,416
-2,099
-7% -$295K 0.04% 286
2020
Q1 		$4.01M Sell
31,515
-18,085
-36% -$2.76M 0.04% 272
2019
Q4 		$7.6M Buy
+49,600
New +$7.28M 0.04% 245
2018
Q1 		– Sell
-126,161
Closed -$13.3M – 697
2017
Q4 		$13.3M Buy
+126,161
New +$13.5M 0.06% 211

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AJO LP's KSU Position: Q3 2020 in Review

AJO LP sold out of Kansas City Southern (KSU) in Q3 2020, closing a stake of 29,416 shares — an estimated $4.39M sold.

AJO LP first reported a position in KSU in Q4 2017 and held it in 4 quarters. The position peaked at $13.3M in Q4 2017. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • AJO LP reported no remaining Kansas City Southern position as of Q3 2020 after selling out during the quarter.
  • AJO LP sold 29,416 Kansas City Southern shares in Q3 2020, an estimated $4.39M.
  • AJO LP first reported a position in Kansas City Southern in Q4 2017 and held it in 4 quarters.
  • AJO LP's Kansas City Southern position peaked at $13.3M in Q4 2017.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on AJO LP's 13F filing for Q3 2020, filed 10 Nov 2020.