Anchor Capital Advisors’s Kansas City Southern KSU Stock Holding History

Anchor Capital Advisors’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	-7,852	Closed	-$2.13M	–	274
2021 Q3	$2.13M	Sell	7,852 -72,352	-90%	-$20.1M	0.04%	143
2021 Q2	$22.7M	Sell	80,204 -691	-0.9%	-$199K	0.46%	81
2021 Q1	$21.4M	Sell	80,895 -485	-0.6%	-$105K	0.45%	82
2020 Q4	$16.6M	Buy	+81,380	New	+$15.3M	0.38%	91

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

Anchor Capital Advisors's KSU Position: Q4 2021 in Review

Anchor Capital Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 7,852 shares — an estimated $2.13M sold.

Anchor Capital Advisors first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $22.7M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Anchor Capital Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Anchor Capital Advisors sold 7,852 Kansas City Southern shares in Q4 2021, an estimated $2.13M.
Anchor Capital Advisors first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Anchor Capital Advisors's Kansas City Southern position peaked at $22.7M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Anchor Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.