CI Investments Inc’s Kansas City Southern KSU Stock Holding History

CI Investments Inc’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	-1,162	Closed	-$314K	–	1500
2021 Q3	$314K	Sell	1,162 -2,843	-71%	-$792K	﹤0.01%	670
2021 Q2	$1.14M	Buy	4,005 +3,290	+460%	+$950K	﹤0.01%	451
2021 Q1	$189K	Sell	715 -280	-28%	-$60.9K	﹤0.01%	672
2020 Q4	$203K	Buy	995 +569	+134%	+$107K	﹤0.01%	663
2020 Q3	$77K	Buy	+426	New	+$73.8K	﹤0.01%	694
2020 Q1	–	Sell	-2,598	Closed	-$398K	–	646
2019 Q4	$398K	Buy	+2,598	New	+$381K	﹤0.01%	515
2019 Q1	–	Sell	-2,300	Closed	-$220K	–	378
2018 Q4	$220K	Buy	+2,300	New	+$234K	﹤0.01%	297

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

CI Investments Inc's KSU Position: Q4 2021 in Review

CI Investments Inc sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,162 shares — an estimated $314K sold.

CI Investments Inc first reported a position in KSU in Q4 2018 and held it in 7 quarters. The position peaked at $1.14M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

CI Investments Inc reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
CI Investments Inc sold 1,162 Kansas City Southern shares in Q4 2021, an estimated $314K.
CI Investments Inc first reported a position in Kansas City Southern in Q4 2018 and held it in 7 quarters.
CI Investments Inc's Kansas City Southern position peaked at $1.14M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on CI Investments Inc's 13F filing for Q4 2021, filed 11 Feb 2022.