CIA
KSU

Cascade Investment Advisors’s Kansas City Southern KSU Stock Holding History

Cascade Investment 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
2020
Q4 		– Sell
-8,617
Closed -$1.56M – 264
2020
Q3 		$1.56M Buy
8,617
+8,187
+1,904% +$1.42M 1.32% 13
2020
Q2 		$6.97K Sell
430
-8,447
-95% -$1.19M 0.01% 230
2020
Q1 		$1.13M Sell
8,877
-160
-2% -$24.4K 1.24% 21
2019
Q4 		$1.38M Sell
9,037
-368
-4% -$54K 1.06% 34
2019
Q3 		$1.25M Buy
9,405
+1,455
+18% +$181K 0.97% 39
2019
Q2 		$968K Buy
7,950
+500
+7% +$59.8K 0.82% 64
2019
Q1 		$864K Buy
+7,450
New +$804K 0.77% 71

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 $298B AUM 21.96% 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 $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cascade Investment Advisors's KSU Position: Q4 2020 in Review

Cascade Investment Advisors sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 8,617 shares — an estimated $1.56M sold.

Cascade Investment Advisors first reported a position in KSU in Q1 2019 and held it in 7 quarters. The position peaked at $1.56M in Q3 2020. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Cascade Investment Advisors reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Cascade Investment Advisors sold 8,617 Kansas City Southern shares in Q4 2020, an estimated $1.56M.
  • Cascade Investment Advisors first reported a position in Kansas City Southern in Q1 2019 and held it in 7 quarters.
  • Cascade Investment Advisors's Kansas City Southern position peaked at $1.56M in Q3 2020.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Cascade Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.