BIM
KSU

Bridges Investment Management’s Kansas City Southern KSU Stock Holding History

Bridges Investment Management’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
-1,571
Closed -$425K – 229
2021
Q3 		$425K Sell
1,571
-25
-2% -$6.96K 0.01% 182
2021
Q2 		$452K Hold
1,596
– – 0.01% 178
2021
Q1 		$421K Hold
1,596
– – 0.01% 181
2020
Q4 		$326K Sell
1,596
-400
-20% -$75.1K 0.01% 193
2020
Q3 		$361K Sell
1,996
-1,500
-43% -$260K 0.01% 182
2020
Q2 		$522K Sell
3,496
-300
-8% -$42.2K 0.02% 163
2020
Q1 		$483K Sell
3,796
-10
-0.3% -$1.53K 0.02% 167
2019
Q4 		$583K Sell
3,806
-200
-5% -$29.4K 0.02% 183
2019
Q3 		$533K Sell
4,006
-500
-11% -$62.3K 0.02% 281
2019
Q2 		$549K Sell
4,506
-315
-7% -$37.7K 0.02% 276
2019
Q1 		$559K Buy
4,821
+125
+3% +$13.5K 0.02% 248
2018
Q4 		$448K Sell
4,696
-75
-2% -$7.61K 0.02% 258
2018
Q3 		$540K Hold
4,771
– – 0.03% 197
2018
Q2 		$505K Sell
4,771
-36
-0.7% -$3.92K 0.02% 198
2018
Q1 		$528K Buy
4,807
+350
+8% +$37.9K 0.02% 193
2017
Q4 		$469K Buy
+4,457
New +$475K 0.04% 151

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

Bridges Investment Management's KSU Position: Q4 2021 in Review

Bridges Investment Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,571 shares — an estimated $425K sold.

Bridges Investment Management first reported a position in KSU in Q4 2017 and held it in 16 quarters. The position peaked at $583K in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Bridges Investment Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Bridges Investment Management sold 1,571 Kansas City Southern shares in Q4 2021, an estimated $425K.
  • Bridges Investment Management first reported a position in Kansas City Southern in Q4 2017 and held it in 16 quarters.
  • Bridges Investment Management's Kansas City Southern position peaked at $583K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Bridges Investment Management's 13F filing for Q4 2021, filed 1 Feb 2022.