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KSU

Atria Investments’s Kansas City Southern KSU Stock Holding History

Atria Investments’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
2020
Q1 		– Sell
-7,209
Closed -$1.1M – 1259
2019
Q4 		$1.1M Buy
+7,209
New +$1.06M 0.03% 491
2019
Q1 		– Sell
-7,581
Closed -$724K – 1051
2018
Q4 		$724K Buy
7,581
+2,763
+57% +$281K 0.03% 392
2018
Q3 		$546K Buy
4,818
+285
+6% +$32.5K 0.02% 567
2018
Q2 		$480K Sell
4,533
-1,128
-20% -$123K 0.02% 588
2018
Q1 		$622K Sell
5,661
-1,659
-23% -$180K 0.03% 464
2017
Q4 		$770K Buy
7,320
+359
+5% +$38.3K 0.04% 390
2017
Q3 		$757K Sell
6,961
-155
-2% -$16.3K 0.04% 372
2017
Q2 		$745K Buy
7,116
+1,601
+29% +$150K 0.05% 346
2017
Q1 		$473K Buy
5,515
+3,104
+129% +$266K 0.03% 407
2016
Q4 		$205K Buy
+2,411
New +$213K 0.02% 599

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Atria Investments's KSU Position: Q1 2020 in Review

Atria Investments sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 7,209 shares — an estimated $1.1M sold.

Atria Investments first reported a position in KSU in Q4 2016 and held it in 10 quarters. The position peaked at $1.1M in Q4 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Atria Investments reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 7,209 Kansas City Southern shares in Q1 2020, an estimated $1.1M.
  • Atria Investments first reported a position in Kansas City Southern in Q4 2016 and held it in 10 quarters.
  • Atria Investments's Kansas City Southern position peaked at $1.1M in Q4 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.