BTW
KSU

Boston Trust Walden’s Kansas City Southern KSU Stock Holding History

Boston Trust Walden’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
2019
Q3 		– Sell
-50,941
Closed -$6.21M – 387
2019
Q2 		$6.21M Sell
50,941
-779
-2% -$93.2K 0.08% 219
2019
Q1 		$6M Sell
51,720
-3,905
-7% -$422K 0.08% 219
2018
Q4 		$5.31M Buy
55,625
+7,642
+16% +$776K 0.08% 215
2018
Q3 		$5.44M Sell
47,983
-364
-0.8% -$41.5K 0.07% 220
2018
Q2 		$5.12M Buy
48,347
+4,491
+10% +$488K 0.08% 222
2018
Q1 		$4.82M Sell
43,856
-691
-2% -$74.9K 0.07% 222
2017
Q4 		$4.69M Buy
44,547
+707
+2% +$75.4K 0.07% 223
2017
Q3 		$4.76M Buy
43,840
+481
+1% +$50.4K 0.07% 226
2017
Q2 		$4.54M Buy
43,359
+519
+1% +$48.7K 0.07% 225
2017
Q1 		$3.67M Sell
42,840
-415
-1% -$35.6K 0.06% 230
2016
Q4 		$3.67M Sell
43,255
-179
-0.4% -$15.8K 0.06% 230
2016
Q3 		$4.05M Sell
43,434
-662
-2% -$62.7K 0.07% 229
2016
Q2 		$3.97M Sell
44,096
-1,298
-3% -$118K 0.07% 235
2016
Q1 		$3.88M Buy
45,394
+36,869
+432% +$2.88M 0.07% 234
2015
Q4 		$637K Buy
8,525
+725
+9% +$61.9K 0.01% 302
2015
Q3 		$709K Buy
+7,800
New +$736K 0.01% 305

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Trust Walden's KSU Position: Q3 2019 in Review

Boston Trust Walden sold out of Kansas City Southern (KSU) in Q3 2019, closing a stake of 50,941 shares — an estimated $6.21M sold.

Boston Trust Walden first reported a position in KSU in Q3 2015 and held it in 16 quarters. The position peaked at $6.21M in Q2 2019. 605 funds tracked by Wall St. Rank hold KSU as of Q3 2019.

  • Boston Trust Walden reported no remaining Kansas City Southern position as of Q3 2019 after selling out during the quarter.
  • Boston Trust Walden sold 50,941 Kansas City Southern shares in Q3 2019, an estimated $6.21M.
  • Boston Trust Walden first reported a position in Kansas City Southern in Q3 2015 and held it in 16 quarters.
  • Boston Trust Walden's Kansas City Southern position peaked at $6.21M in Q2 2019.
  • 605 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2019.

Based on Boston Trust Walden's 13F filing for Q3 2019, filed 21 Oct 2019.