Bartlett & Co’s KANSAS CITY LIFE INS CO NEW (MO) KCLI Stock Holding History

Bartlett & Co’s Portfolio KCLI Stock Details KCLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$111K	Hold	3,000	–	–	﹤0.01%	561
2023 Q3	$76K	Hold	3,000	–	–	﹤0.01%	581
2023 Q2	$70K	Hold	3,000	–	–	﹤0.01%	605
2023 Q1	$67K	Hold	3,000	–	–	﹤0.01%	522
2022 Q4	$79K	Hold	3,000	–	–	﹤0.01%	505
2022 Q3	$87K	Hold	3,000	–	–	﹤0.01%	475
2022 Q2	$98K	Hold	3,000	–	–	﹤0.01%	465
2022 Q1	$126K	Buy	+3,000	New	+$126K	﹤0.01%	445
2021 Q4	–	Sell	-3,000	Closed	-$125K	–	953
2021 Q3	$125K	Hold	3,000	–	–	﹤0.01%	386
2021 Q2	$133K	Hold	3,000	–	–	﹤0.01%	372
2021 Q1	$133K	Hold	3,000	–	–	﹤0.01%	374
2020 Q4	$114K	Buy	+3,000	New	+$114K	﹤0.01%	394

Other funds holding KCLI

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Bartlett & Co's KCLI Position: Q4 2023 in Review

Bartlett & Co held its KANSAS CITY LIFE INS CO NEW (MO) (KCLI) position steady in Q4 2023 at 3,000 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Bartlett & Co first reported a position in KCLI in Q4 2020 and has held it in 12 quarters since. The position peaked at $133K in Q2 2021. 2 funds tracked by Wall St. Rank hold KCLI as of Q4 2023.

Bartlett & Co held 3,000 shares of KANSAS CITY LIFE INS CO NEW (MO) worth $111K as of Q4 2023.
Bartlett & Co left its KANSAS CITY LIFE INS CO NEW (MO) share count unchanged in Q4 2023.
KANSAS CITY LIFE INS CO NEW (MO) made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #561 holding.
Bartlett & Co first reported a position in KANSAS CITY LIFE INS CO NEW (MO) in Q4 2020 and has held it in 12 quarters since.
Bartlett & Co's KANSAS CITY LIFE INS CO NEW (MO) position peaked at $133K in Q2 2021.
2 funds tracked by Wall St. Rank held KANSAS CITY LIFE INS CO NEW (MO) as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.