Anchor Investment Management’s Kansas City Southern KSU Stock Holding History

Anchor Investment 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
2021 Q2	–	Sell	-525	Closed	-$139K	–	1004
2021 Q1	$139K	Buy	+525	New	+$114K	0.02%	397
2020 Q2	–	Sell	-470	Closed	-$59.8K	–	916
2020 Q1	$59.8K	Buy	470 +150	+47%	+$22.9K	0.02%	393
2019 Q4	$49K	Buy	320 +110	+52%	+$16.1K	0.01%	465
2019 Q3	$27.9K	Buy	210 +85	+68%	+$10.6K	0.01%	522
2019 Q2	$15.2K	Buy	+125	New	+$15K	﹤0.01%	592
2018 Q2	–	Sell	-20	Closed	-$2.2K	–	835
2018 Q1	$2.2K	Hold	20	–	–	﹤0.01%	758
2017 Q4	$2.1K	Hold	20	–	–	﹤0.01%	761
2017 Q3	$2.17K	Hold	20	–	–	﹤0.01%	734
2017 Q2	$2.09K	Hold	20	–	–	﹤0.01%	672
2017 Q1	$1.72K	Buy	+20	New	+$1.71K	﹤0.01%	674

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Anchor Investment Management's KSU Position: Q2 2021 in Review

Anchor Investment Management sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 525 shares — an estimated $139K sold.

Anchor Investment Management first reported a position in KSU in Q1 2017 and held it in 10 quarters. The position peaked at $139K in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

Anchor Investment Management reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
Anchor Investment Management sold 525 Kansas City Southern shares in Q2 2021, an estimated $139K.
Anchor Investment Management first reported a position in Kansas City Southern in Q1 2017 and held it in 10 quarters.
Anchor Investment Management's Kansas City Southern position peaked at $139K in Q1 2021.
775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Anchor Investment Management's 13F filing for Q2 2021, filed 2 Jan 2024.