CIC
KSU

Chilton Investment Company’s Kansas City Southern KSU Stock Holding History

Chilton Investment 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
-649,641
Closed -$176M – 172
2021
Q3 		$176M Buy
649,641
+6,435
+1% +$1.79M 4.34% 6
2021
Q2 		$182M Sell
643,206
-68,639
-10% -$19.8M 4.58% 6
2021
Q1 		$188M Buy
711,845
+32,369
+5% +$7.04M 5.17% 5
2020
Q4 		$139M Buy
679,476
+91,798
+16% +$17.2M 3.96% 8
2020
Q3 		$106M Buy
587,678
+112,847
+24% +$19.5M 3.13% 11
2020
Q2 		$70.9M Buy
474,831
+203,675
+75% +$28.6M 2.34% 16
2020
Q1 		$34.5M Buy
271,156
+206,681
+321% +$31.5M 1.31% 26
2019
Q4 		$9.88M Buy
+64,475
New +$9.46M 0.32% 38
2015
Q3 		– Sell
-50,064
Closed -$4.57M – 163
2015
Q2 		$4.57M Sell
50,064
-446,351
-90% -$44M 0.17% 70
2015
Q1 		$50.7M Buy
496,415
+370,423
+294% +$42M 1.8% 23
2014
Q4 		$15.4M Buy
125,992
+64,874
+106% +$7.76M 0.54% 47
2014
Q3 		$7.41M Sell
61,118
-206
-0.3% -$23.5K 0.25% 72
2014
Q2 		$6.59M Buy
+61,324
New +$6.33M 0.27% 68

Other funds holding KSU

Kovitz Investment Group Partners
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

Chilton Investment Company's KSU Position: Q4 2021 in Review

Chilton Investment Company sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 649,641 shares — an estimated $176M sold.

Chilton Investment Company first reported a position in KSU in Q2 2014 and held it in 13 quarters. The position peaked at $188M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Chilton Investment Company reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Chilton Investment Company sold 649,641 Kansas City Southern shares in Q4 2021, an estimated $176M.
  • Chilton Investment Company first reported a position in Kansas City Southern in Q2 2014 and held it in 13 quarters.
  • Chilton Investment Company's Kansas City Southern position peaked at $188M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Chilton Investment Company's 13F filing for Q4 2021, filed 14 Feb 2022.