Bank of America
KSU

Bank of America’s Kansas City Southern KSU Stock Holding History

Bank of America’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
Q1 		– Sell
-17,500
Closed -$3.57M – 7985
2020
Q4 		$3.57M Buy
17,500
+7,500
+75% +$1.41M ﹤0.01% 3454
2020
Q3 		$1.81M Buy
+10,000
New +$1.73M ﹤0.01% 3760
2020
Q2 		– Sell
-49,000
Closed -$6.23M – 7286
2020
Q1 		$6.23M Buy
49,000
+41,300
+536% +$6.3M ﹤0.01% 2472
2019
Q4 		$1.18M Buy
+7,700
New +$1.13M ﹤0.01% 4384
2014
Q4 		– Sell
-300
Closed -$36K – 8075
2014
Q3 		$36K Sell
300
-100
-25% -$11.4K ﹤0.01% 6730
2014
Q2 		$43K Sell
400
-2,900
-88% -$300K ﹤0.01% 6759
2014
Q1 		$337K Sell
3,300
-36,900
-92% -$3.81M ﹤0.01% 4946
2013
Q4 		$4.98M Buy
40,200
+7,200
+22% +$862K ﹤0.01% 2479
2013
Q3 		$3.61M Buy
+33,000
New +$3.63M ﹤0.01% 2684

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Bank of America's KSU Position: Q4 2021 in Review

Bank of America sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 810,420 shares — an estimated $219M sold.

Bank of America first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $268M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Bank of America reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Bank of America sold 810,420 Kansas City Southern shares in Q4 2021, an estimated $219M.
  • Bank of America first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Bank of America's Kansas City Southern position peaked at $268M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Bank of America's 13F filing for Q4 2021, filed 8 Feb 2022.