Balyasny Asset Management’s Kansas City Southern KSU Stock Holding History

Balyasny Asset Management’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 Q2	–	Sell	-100,000	Closed	-$26.4M	–	2597
2021 Q1	$26.4M	Buy	+100,000	New	+$21.8M	0.13%	200
2014 Q2	–	Sell	-30,000	Closed	-$3.06M	–	819
2014 Q1	$3.06M	Buy	+30,000	New	+$3.09M	0.03%	436

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

Balyasny Asset Management's KSU Position: Q4 2021 in Review

Balyasny Asset Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 772,463 shares — an estimated $209M sold.

Balyasny Asset Management first reported a position in KSU in Q3 2014 and held it in 21 quarters. The position peaked at $209M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Balyasny Asset Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Balyasny Asset Management sold 772,463 Kansas City Southern shares in Q4 2021, an estimated $209M.
Balyasny Asset Management first reported a position in Kansas City Southern in Q3 2014 and held it in 21 quarters.
Balyasny Asset Management's Kansas City Southern position peaked at $209M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Balyasny Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.