Ancora Advisors’s Kansas City Southern KSU Stock Holding History

Ancora 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	-1,400	Closed	-$379K	–	2542
2021 Q3	$379K	Hold	1,400	–	–	0.01%	615
2021 Q2	$397K	Hold	1,400	–	–	0.01%	597
2021 Q1	$369K	Buy	1,400 +160	+13%	+$34.8K	0.01%	591
2020 Q4	$253K	Buy	1,240 +303	+32%	+$56.9K	0.01%	586
2020 Q3	$169K	Buy	937 +22	+2%	+$3.81K	0.01%	627
2020 Q2	$137K	Hold	915	–	–	0.01%	653
2020 Q1	$116K	Hold	915	–	–	0.01%	748
2019 Q4	$140K	Buy	+915	New	+$134K	0.01%	719
2018 Q4	–	Sell	-1,001	Closed	-$114K	–	1250
2018 Q3	$114K	Buy	+1,001	New	+$114K	﹤0.01%	726
2017 Q1	–	Sell	-1,450	Closed	-$123K	–	1145
2016 Q4	$123K	Buy	+1,450	New	+$128K	0.01%	630

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

Ancora Advisors's KSU Position: Q4 2021 in Review

Ancora Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,400 shares — an estimated $379K sold.

Ancora Advisors first reported a position in KSU in Q4 2016 and held it in 10 quarters. The position peaked at $397K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Ancora Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Ancora Advisors sold 1,400 Kansas City Southern shares in Q4 2021, an estimated $379K.
Ancora Advisors first reported a position in Kansas City Southern in Q4 2016 and held it in 10 quarters.
Ancora Advisors's Kansas City Southern position peaked at $397K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Ancora Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.