Bigelow Investment Advisors’s Kansas City Southern KSU Stock Holding History

Bigelow Investment Advisors’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	-909	Closed	-$246K	–	148
2021 Q3	$246K	Sell	909 -62	-6%	-$17.3K	0.12%	127
2021 Q2	$275K	Hold	971	–	–	0.13%	124
2021 Q1	$256K	Buy	+971	New	+$211K	0.13%	128

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

Bigelow Investment Advisors's KSU Position: Q4 2021 in Review

Bigelow Investment Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 909 shares — an estimated $246K sold.

Bigelow Investment Advisors first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $275K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Bigelow Investment Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Bigelow Investment Advisors sold 909 Kansas City Southern shares in Q4 2021, an estimated $246K.
Bigelow Investment Advisors first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Bigelow Investment Advisors's Kansas City Southern position peaked at $275K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Bigelow Investment Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.