Bedel Financial Consulting’s Kansas City Southern KSU Stock Holding History

Bedel Financial Consulting’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	-222	Closed	-$60K	–	1115
2021 Q3	$60K	Hold	222	–	–	0.02%	356
2021 Q2	$63K	Hold	222	–	–	0.02%	345
2021 Q1	$59K	Hold	222	–	–	0.02%	341
2020 Q4	$45K	Hold	222	–	–	0.02%	333
2020 Q3	$40K	Hold	222	–	–	0.02%	335
2020 Q2	$33K	Hold	222	–	–	0.02%	334
2020 Q1	$28K	Hold	222	–	–	0.02%	344
2019 Q4	$34K	Hold	222	–	–	0.02%	347
2019 Q3	$30K	Hold	222	–	–	0.02%	352
2019 Q2	$27K	Hold	222	–	–	0.02%	368
2019 Q1	$26K	Hold	222	–	–	0.02%	366
2018 Q4	$21K	Hold	222	–	–	0.02%	359
2018 Q3	$23K	Hold	222	–	–	0.02%	369
2018 Q2	$24K	Hold	222	–	–	0.02%	355
2018 Q1	$24K	Buy	+222	New	+$24.1K	0.02%	363

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

Bedel Financial Consulting's KSU Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 222 shares — an estimated $60K sold.

Bedel Financial Consulting first reported a position in KSU in Q1 2018 and held it in 15 quarters. The position peaked at $63K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Bedel Financial Consulting reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Bedel Financial Consulting sold 222 Kansas City Southern shares in Q4 2021, an estimated $60K.
Bedel Financial Consulting first reported a position in Kansas City Southern in Q1 2018 and held it in 15 quarters.
Bedel Financial Consulting's Kansas City Southern position peaked at $63K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.