Annapolis Financial Services’s Kansas City Southern KSU Stock Holding History

Annapolis Financial Services’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	-200	Closed	-$54K	–	515
2021 Q3	$54K	Hold	200	–	–	0.02%	165
2021 Q2	$57K	Hold	200	–	–	0.02%	156
2021 Q1	$53K	Hold	200	–	–	0.02%	151
2020 Q4	$41K	Buy	+200	New	+$37.6K	0.02%	156

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

Annapolis Financial Services's KSU Position: Q4 2021 in Review

Annapolis Financial Services sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 200 shares — an estimated $54K sold.

Annapolis Financial Services first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $57K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Annapolis Financial Services reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Annapolis Financial Services sold 200 Kansas City Southern shares in Q4 2021, an estimated $54K.
Annapolis Financial Services first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Annapolis Financial Services's Kansas City Southern position peaked at $57K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Annapolis Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.