Alkeon Capital Management
KSU

Alkeon Capital Management’s Kansas City Southern KSU Stock Holding History

Alkeon Capital Management’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
2015
Q2 		– Sell
-100,000
Closed -$10.2M – 62
2015
Q1 		$10.2M Sell
100,000
-650,000
-87% -$73.7M 0.2% 52
2014
Q4 		$91.5M Hold
750,000
– – 1.79% 26
2014
Q3 		$90.9M Buy
+750,000
New +$85.5M 1.8% 24

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alkeon Capital Management's KSU Position: Q2 2015 in Review

Alkeon Capital Management sold out of Kansas City Southern (KSU) in Q2 2015, closing a stake of 100,000 shares — an estimated $10.2M sold.

Alkeon Capital Management first reported a position in KSU in Q3 2014 and held it in 3 quarters. The position peaked at $91.5M in Q4 2014. 478 funds tracked by Wall St. Rank hold KSU as of Q2 2015.

  • Alkeon Capital Management reported no remaining Kansas City Southern position as of Q2 2015 after selling out during the quarter.
  • Alkeon Capital Management sold 100,000 Kansas City Southern shares in Q2 2015, an estimated $10.2M.
  • Alkeon Capital Management first reported a position in Kansas City Southern in Q3 2014 and held it in 3 quarters.
  • Alkeon Capital Management's Kansas City Southern position peaked at $91.5M in Q4 2014.
  • 478 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2015.

Based on Alkeon Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.