BG
KSU

Bahl & Gaynor’s Kansas City Southern KSU Stock Holding History

Bahl & Gaynor’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
-2,995
Closed -$811K – 343
2021
Q3 		$811K Hold
2,995
– – 0.01% 268
2021
Q2 		$849K Buy
2,995
+64
+2% +$18.5K 0.01% 270
2021
Q1 		$774K Sell
2,931
-28
-0.9% -$6.09K ﹤0.01% 272
2020
Q4 		$604K Buy
2,959
+46
+2% +$8.64K ﹤0.01% 279
2020
Q3 		$527K Sell
2,913
-700
-19% -$121K ﹤0.01% 284
2020
Q2 		$539K Hold
3,613
– – ﹤0.01% 284
2020
Q1 		$460K Hold
3,613
– – ﹤0.01% 286
2019
Q4 		$553K Hold
3,613
– – ﹤0.01% 302
2019
Q3 		$481K Hold
3,613
– – ﹤0.01% 308
2019
Q2 		$440K Hold
3,613
– – ﹤0.01% 313
2019
Q1 		$419K Hold
3,613
– – ﹤0.01% 309
2018
Q4 		$345K Sell
3,613
-189
-5% -$19.2K ﹤0.01% 306
2018
Q3 		$431K Hold
3,802
– – 0.01% 320
2018
Q2 		$403K Sell
3,802
-750
-16% -$81.6K ﹤0.01% 327
2018
Q1 		$500K Buy
4,552
+775
+21% +$84K 0.01% 331
2017
Q4 		$397K Buy
+3,777
New +$403K ﹤0.01% 351

Other funds holding KSU

Kovitz Investment Group Partners
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

Bahl & Gaynor's KSU Position: Q4 2021 in Review

Bahl & Gaynor sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,995 shares — an estimated $811K sold.

Bahl & Gaynor first reported a position in KSU in Q4 2017 and held it in 16 quarters. The position peaked at $849K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Bahl & Gaynor reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Bahl & Gaynor sold 2,995 Kansas City Southern shares in Q4 2021, an estimated $811K.
  • Bahl & Gaynor first reported a position in Kansas City Southern in Q4 2017 and held it in 16 quarters.
  • Bahl & Gaynor's Kansas City Southern position peaked at $849K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Bahl & Gaynor's 13F filing for Q4 2021, filed 10 Feb 2022.