Capital Fund Management (CFM)
KSU

Capital Fund Management (CFM)’s Kansas City Southern KSU Stock Holding History

Capital Fund Management (CFM)’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
2020
Q2 		– Sell
-4,100
Closed -$521K – 1716
2020
Q1 		$521K Sell
4,100
-4,400
-52% -$671K 0.01% 1015
2019
Q4 		$1.3M Buy
+8,500
New +$1.25M 0.01% 992
2016
Q3 		– Sell
-14,000
Closed -$1.26M – 1862
2016
Q2 		$1.26M Buy
14,000
+7,000
+100% +$637K 0.01% 884
2016
Q1 		$598K Sell
7,000
-4,200
-38% -$328K 0.01% 1067
2015
Q4 		$836K Buy
+11,200
New +$957K 0.01% 940
2015
Q1 		– Sell
-3,400
Closed -$415K – 1824
2014
Q4 		$415K Buy
+3,400
New +$407K ﹤0.01% 1212
2014
Q2 		– Sell
-3,900
Closed -$398K – 2010
2014
Q1 		$398K Buy
+3,900
New +$402K ﹤0.01% 1346

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Fund Management (CFM)'s KSU Position: Q1 2021 in Review

Capital Fund Management (CFM) sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 13,681 shares — an estimated $2.79M sold.

Capital Fund Management (CFM) first reported a position in KSU in Q2 2013 and held it in 21 quarters. The position peaked at $22.7M in Q4 2015. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Capital Fund Management (CFM) reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 13,681 Kansas City Southern shares in Q1 2021, an estimated $2.79M.
  • Capital Fund Management (CFM) first reported a position in Kansas City Southern in Q2 2013 and held it in 21 quarters.
  • Capital Fund Management (CFM)'s Kansas City Southern position peaked at $22.7M in Q4 2015.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2021, filed 14 May 2021.