Aldebaran Financial’s Kansas City Southern KSU Stock Holding History

Aldebaran Financial’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	-1,000	Closed	-$271K	–	92
2021 Q3	$271K	Hold	1,000	–	–	0.22%	73
2021 Q2	$285K	Hold	1,000	–	–	0.23%	72
2021 Q1	$264K	Hold	1,000	–	–	0.23%	74
2020 Q4	$204K	Buy	+1,000	New	+$188K	0.19%	78

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

Aldebaran Financial's KSU Position: Q4 2021 in Review

Aldebaran Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,000 shares — an estimated $271K sold.

Aldebaran Financial first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $285K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Aldebaran Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Aldebaran Financial sold 1,000 Kansas City Southern shares in Q4 2021, an estimated $271K.
Aldebaran Financial first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Aldebaran Financial's Kansas City Southern position peaked at $285K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Aldebaran Financial's 13F filing for Q4 2021, filed 16 Feb 2022.