Boston Family Office’s Kansas City Southern KSU Stock Holding History

Boston Family Office’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	-898	Closed	-$243K	–	288
2021 Q3	$243K	Hold	898	–	–	0.02%	256
2021 Q2	$254K	Hold	898	–	–	0.02%	251
2021 Q1	$237K	Buy	+898	New	+$195K	0.02%	250
2015 Q4	–	Sell	-3,810	Closed	-$346K	–	240
2015 Q3	$346K	Hold	3,810	–	–	0.05%	198
2015 Q2	$347K	Sell	3,810 -3,150	-45%	-$311K	0.04%	215
2015 Q1	$710K	Buy	6,960 +4,625	+198%	+$524K	0.09%	174
2014 Q4	$285K	Buy	+2,335	New	+$279K	0.04%	232

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

Boston Family Office's KSU Position: Q4 2021 in Review

Boston Family Office sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 898 shares — an estimated $243K sold.

Boston Family Office first reported a position in KSU in Q4 2014 and held it in 7 quarters. The position peaked at $710K in Q1 2015. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Boston Family Office reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Boston Family Office sold 898 Kansas City Southern shares in Q4 2021, an estimated $243K.
Boston Family Office first reported a position in Kansas City Southern in Q4 2014 and held it in 7 quarters.
Boston Family Office's Kansas City Southern position peaked at $710K in Q1 2015.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Boston Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.