Chicago Trust’s Kansas City Southern KSU Stock Holding History

Chicago Trust’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 Q1	–	Sell	-2,098	Closed	-$428K	–	241
2020 Q4	$428K	Buy	+2,098	New	+$394K	0.15%	141

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chicago Trust's KSU Position: Q1 2021 in Review

Chicago Trust sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 2,098 shares — an estimated $428K sold.

Chicago Trust first reported a position in KSU in Q4 2020 and held it in 1 quarter. The position peaked at $428K in Q4 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

Chicago Trust reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
Chicago Trust sold 2,098 Kansas City Southern shares in Q1 2021, an estimated $428K.
Chicago Trust first reported a position in Kansas City Southern in Q4 2020 and held it in 1 quarter.
Chicago Trust's Kansas City Southern position peaked at $428K in Q4 2020.
784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Chicago Trust's 13F filing for Q1 2021, filed 12 Apr 2021.