CIBC Private Wealth Group
KSU

CIBC Private Wealth Group’s Kansas City Southern KSU Stock Holding History

CIBC Private Wealth Group’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
-30,313
Closed -$8.2M – 1066
2021
Q3 		$8.2M Sell
30,313
-41,279
-58% -$11.5M 0.02% 349
2021
Q2 		$20.3M Sell
71,592
-4,508
-6% -$1.3M 0.05% 252
2021
Q1 		$20.1M Sell
76,100
-47,050
-38% -$10.2M 0.05% 243
2020
Q4 		$25.1M Sell
123,150
-4,899
-4% -$920K 0.07% 199
2020
Q3 		$23.2M Sell
128,049
-18,245
-12% -$3.16M 0.07% 189
2020
Q2 		$21.8M Sell
146,294
-7,414
-5% -$1.04M 0.11% 140
2020
Q1 		$19.5M Sell
153,708
-3,489
-2% -$532K 0.08% 173
2019
Q4 		$24.1M Buy
157,197
+580
+0.4% +$85.1K 0.08% 181
2019
Q3 		$20.8M Buy
156,617
+614
+0.4% +$76.5K 0.07% 188
2019
Q2 		$19M Sell
156,003
-7,976
-5% -$955K 0.07% 211
2019
Q1 		$19M Sell
163,979
-1,030
-0.6% -$111K 0.07% 202
2018
Q4 		$15.8M Buy
165,009
+1,480
+0.9% +$150K 0.07% 212
2018
Q3 		$18.5M Buy
163,529
+2,776
+2% +$316K 0.07% 220
2018
Q2 		$17M Sell
160,753
-1,400
-0.9% -$152K 0.07% 220
2018
Q1 		$17.8M Sell
162,153
-2,064
-1% -$224K 0.08% 213
2017
Q4 		$17.3M Buy
164,217
+5,882
+4% +$627K 0.07% 220
2017
Q3 		$17.2M Buy
158,335
+6,083
+4% +$638K 0.08% 213
2017
Q2 		$15.9M Sell
152,252
-5,775
-4% -$541K 0.1% 162
2017
Q1 		$13.6M Sell
158,027
-6,979
-4% -$598K 0.09% 178
2016
Q4 		$14M Buy
165,006
+575
+0.3% +$50.7K 0.09% 166
2016
Q3 		$15.3M Buy
164,431
+35,093
+27% +$3.32M 0.11% 150
2016
Q2 		$11.7M Buy
129,338
+511
+0.4% +$46.5K 0.09% 179
2016
Q1 		$11M Sell
128,827
-336
-0.3% -$26.2K 0.09% 180
2015
Q4 		$9.64M Buy
129,163
+20,537
+19% +$1.75M 0.08% 199
2015
Q3 		$9.87M Buy
108,626
+3,108
+3% +$293K 0.08% 192
2015
Q2 		$9.62M Sell
105,518
-955
-0.9% -$94.2K 0.07% 218
2015
Q1 		$10.9M Buy
106,473
+2,430
+2% +$275K 0.08% 187
2014
Q4 		$12.7M Sell
104,043
-175
-0.2% -$20.9K 0.1% 160
2014
Q3 		$12.6M Buy
104,218
+52
+0% +$5.93K 0.1% 163
2014
Q2 		$11.2M Buy
104,166
+1,681
+2% +$174K 0.09% 174
2014
Q1 		$10.7M Buy
+102,485
New +$10.6M 0.09% 177

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

CIBC Private Wealth Group's KSU Position: Q4 2021 in Review

CIBC Private Wealth Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 30,313 shares — an estimated $8.2M sold.

CIBC Private Wealth Group first reported a position in KSU in Q1 2014 and held it in 31 quarters. The position peaked at $25.1M in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • CIBC Private Wealth Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • CIBC Private Wealth Group sold 30,313 Kansas City Southern shares in Q4 2021, an estimated $8.2M.
  • CIBC Private Wealth Group first reported a position in Kansas City Southern in Q1 2014 and held it in 31 quarters.
  • CIBC Private Wealth Group's Kansas City Southern position peaked at $25.1M in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on CIBC Private Wealth Group's 13F filing for Q4 2021, filed 8 Feb 2022.