BCM
KSU

Barometer Capital Management’s Kansas City Southern KSU Stock Holding History

Barometer Capital 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
-4,250
Closed -$1.12M – 202
2021
Q1 		$1.12M Buy
4,250
+850
+25% +$185K 0.19% 87
2020
Q4 		$694K Sell
3,400
-1,350
-28% -$254K 0.13% 112
2020
Q3 		$859K Buy
4,750
+50
+1% +$8.66K 0.17% 89
2020
Q2 		$702K Sell
4,700
-50,000
-91% -$7.03M 0.13% 111
2020
Q1 		$6.96M Sell
54,700
-24,848
-31% -$3.79M 2.07% 19
2019
Q4 		$12.2M Buy
79,548
+34,248
+76% +$5.03M 1.93% 19
2019
Q3 		$6.03M Buy
+45,300
New +$5.65M 0.65% 51
2018
Q4 		– Sell
-29,225
Closed -$3.31M – 188
2018
Q3 		$3.31M Buy
+29,225
New +$3.33M 0.26% 117

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barometer Capital Management's KSU Position: Q2 2021 in Review

Barometer Capital Management sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 4,250 shares — an estimated $1.12M sold.

Barometer Capital Management first reported a position in KSU in Q3 2018 and held it in 8 quarters. The position peaked at $12.2M in Q4 2019. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • Barometer Capital Management reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • Barometer Capital Management sold 4,250 Kansas City Southern shares in Q2 2021, an estimated $1.12M.
  • Barometer Capital Management first reported a position in Kansas City Southern in Q3 2018 and held it in 8 quarters.
  • Barometer Capital Management's Kansas City Southern position peaked at $12.2M in Q4 2019.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Barometer Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.