Baird Financial Group
KSU

Baird Financial Group’s Kansas City Southern KSU Stock Holding History

Baird Financial 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
-5,432
Closed -$1.47M – 1958
2021
Q3 		$1.47M Sell
5,432
-93,176
-94% -$25.9M ﹤0.01% 1054
2021
Q2 		$27.9M Buy
98,608
+409
+0.4% +$118K 0.07% 246
2021
Q1 		$25.9M Buy
98,199
+1,117
+1% +$243K 0.07% 245
2020
Q4 		$19.8M Sell
97,082
-1,369
-1% -$257K 0.06% 288
2020
Q3 		$17.8M Buy
98,451
+4,749
+5% +$822K 0.06% 284
2020
Q2 		$14M Buy
93,702
+335
+0.4% +$47.1K 0.05% 298
2020
Q1 		$11.9M Buy
93,367
+36,003
+63% +$5.49M 0.05% 294
2019
Q4 		$8.79M Buy
57,364
+895
+2% +$131K 0.03% 401
2019
Q3 		$7.51M Buy
56,469
+5,514
+11% +$687K 0.03% 405
2019
Q2 		$6.21M Buy
50,955
+604
+1% +$72.3K 0.02% 461
2019
Q1 		$5.84M Buy
50,351
+4,356
+9% +$470K 0.03% 407
2018
Q4 		$4.39M Buy
45,995
+4,696
+11% +$477K 0.03% 437
2018
Q3 		$4.81M Buy
41,299
+6,374
+18% +$726K 0.03% 454
2018
Q2 		$3.7M Buy
34,925
+856
+3% +$93.1K 0.03% 498
2018
Q1 		$3.74M Buy
34,069
+26,572
+354% +$2.88M 0.03% 480
2017
Q4 		$789K Buy
+7,497
New +$800K 0.01% 885
2016
Q4 		– Sell
-6,615
Closed -$617K – 1279
2016
Q3 		$617K Sell
6,615
-224
-3% -$21.2K 0.01% 879
2016
Q2 		$642K Buy
6,839
+464
+7% +$42.2K 0.01% 870
2016
Q1 		$545K Buy
6,375
+868
+16% +$67.7K 0.01% 900
2015
Q4 		$411K Buy
+5,507
New +$470K ﹤0.01% 973

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

Baird Financial Group's KSU Position: Q4 2021 in Review

Baird Financial Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 5,432 shares — an estimated $1.47M sold.

Baird Financial Group first reported a position in KSU in Q4 2015 and held it in 20 quarters. The position peaked at $27.9M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Baird Financial Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Baird Financial Group sold 5,432 Kansas City Southern shares in Q4 2021, an estimated $1.47M.
  • Baird Financial Group first reported a position in Kansas City Southern in Q4 2015 and held it in 20 quarters.
  • Baird Financial Group's Kansas City Southern position peaked at $27.9M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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