Capitolis Advisors’s Kansas City Southern KSU Stock Holding History

Capitolis Advisors’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	-89,960	Closed	-$26.8M	–	559
2021 Q3	$26.8M	Sell	89,960 -66,005	-42%	-$18.4M	0.24%	83
2021 Q2	$44.2M	Buy	155,965 +150,467	+2,737%	+$43.4M	0.52%	48
2021 Q1	$1.45M	Hold	5,498	–	–	0.03%	273
2020 Q4	$1.12M	Buy	+5,498	New	+$1.03M	0.02%	378

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

Capitolis Advisors's KSU Position: Q4 2021 in Review

Capitolis Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 89,960 shares — an estimated $26.8M sold.

Capitolis Advisors first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $44.2M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Capitolis Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Capitolis Advisors sold 89,960 Kansas City Southern shares in Q4 2021, an estimated $26.8M.
Capitolis Advisors first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Capitolis Advisors's Kansas City Southern position peaked at $44.2M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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