BF
KSU

BOK Financial’s Kansas City Southern KSU Stock Holding History

BOK Financial’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
-842
Closed -$228K – 1017
2021
Q3 		$228K Buy
+842
New +$234K ﹤0.01% 891
2021
Q1 		$213K Buy
+808
New +$176K ﹤0.01% 862
2020
Q1 		– Sell
-1,309
Closed -$200K – 957
2019
Q4 		$200K Buy
+1,309
New +$192K ﹤0.01% 892
2019
Q3 		– Sell
-1,794
Closed -$219K – 956
2019
Q2 		$219K Buy
1,794
+67
+4% +$8.02K 0.01% 837
2019
Q1 		$201K Sell
1,727
-1,831
-51% -$198K ﹤0.01% 866
2018
Q4 		$340K Buy
+3,558
New +$361K 0.01% 710
2018
Q2 		– Sell
-5,516
Closed -$606K – 975
2018
Q1 		$606K Buy
5,516
+452
+9% +$49K 0.02% 593
2017
Q4 		$533K Sell
5,064
-18
-0.4% -$1.92K 0.01% 645
2017
Q3 		$553K Buy
5,082
+378
+8% +$39.6K 0.02% 633
2017
Q2 		$492K Buy
+4,704
New +$441K 0.02% 635

Other funds holding KSU

Kovitz Investment Group Partners
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

BOK Financial's KSU Position: Q4 2021 in Review

BOK Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 842 shares — an estimated $228K sold.

BOK Financial first reported a position in KSU in Q2 2017 and held it in 10 quarters. The position peaked at $606K in Q1 2018. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • BOK Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • BOK Financial sold 842 Kansas City Southern shares in Q4 2021, an estimated $228K.
  • BOK Financial first reported a position in Kansas City Southern in Q2 2017 and held it in 10 quarters.
  • BOK Financial's Kansas City Southern position peaked at $606K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on BOK Financial's 13F filing for Q4 2021, filed 11 Mar 2022.