Burney Company’s Kansas City Southern KSU Stock Holding History

Burney Company’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	-1,122	Closed	-$304K	–	603
2021 Q3	$304K	Hold	1,122	–	–	0.01%	477
2021 Q2	$318K	Hold	1,122	–	–	0.01%	488
2021 Q1	$296K	Buy	1,122 +27	+2%	+$5.87K	0.01%	478
2020 Q4	$224K	Buy	+1,095	New	+$206K	0.01%	489
2020 Q1	–	Sell	-1,595	Closed	-$244K	–	489
2019 Q4	$244K	Buy	+1,595	New	+$234K	0.01%	426

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

Burney Company's KSU Position: Q4 2021 in Review

Burney Company sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,122 shares — an estimated $304K sold.

Burney Company first reported a position in KSU in Q4 2019 and held it in 5 quarters. The position peaked at $318K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Burney Company reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Burney Company sold 1,122 Kansas City Southern shares in Q4 2021, an estimated $304K.
Burney Company first reported a position in Kansas City Southern in Q4 2019 and held it in 5 quarters.
Burney Company's Kansas City Southern position peaked at $318K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Burney Company's 13F filing for Q4 2021, filed 11 Feb 2022.