Appleton Group’s Kansas City Southern KSU Stock Holding History

Appleton Group’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	-1,192	Closed	-$323K	–	60
2021 Q3	$323K	Sell	1,192 -470	-28%	-$131K	0.28%	34
2021 Q2	$471K	Hold	1,662	–	–	0.36%	22
2021 Q1	$439K	Buy	+1,662	New	+$361K	0.57%	17

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

Appleton Group's KSU Position: Q4 2021 in Review

Appleton Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,192 shares — an estimated $323K sold.

Appleton Group first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $471K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Appleton Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Appleton Group sold 1,192 Kansas City Southern shares in Q4 2021, an estimated $323K.
Appleton Group first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Appleton Group's Kansas City Southern position peaked at $471K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Appleton Group's 13F filing for Q4 2021, filed 9 Feb 2022.