BBR Partners’s Kansas City Southern KSU Stock Holding History

BBR Partners’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	-983	Closed	-$266K	–	247
2021 Q3	$266K	Buy	983 +188	+24%	+$52.3K	0.02%	186
2021 Q2	$225K	Sell	795 -5	-0.6%	-$1.44K	0.02%	176
2021 Q1	$211K	Buy	+800	New	+$174K	0.02%	192

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

BBR Partners's KSU Position: Q4 2021 in Review

BBR Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 983 shares — an estimated $266K sold.

BBR Partners first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $266K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

BBR Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
BBR Partners sold 983 Kansas City Southern shares in Q4 2021, an estimated $266K.
BBR Partners first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
BBR Partners's Kansas City Southern position peaked at $266K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on BBR Partners's 13F filing for Q4 2021, filed 8 Feb 2022.