CWM
KSU

CIBC World Markets’s Kansas City Southern KSU Stock Holding History

CIBC World Markets’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
-26,221
Closed -$7.1M – 671
2021
Q3 		$7.1M Sell
26,221
-177,530
-87% -$49.4M 0.05% 244
2021
Q2 		$57.7M Buy
203,751
+185,716
+1,030% +$53.6M 0.4% 43
2021
Q1 		$4.76M Buy
18,035
+788
+5% +$171K 0.03% 303
2020
Q4 		$3.52M Sell
17,247
-20,230
-54% -$3.8M 0.02% 438
2020
Q3 		$6.78M Buy
37,477
+1,092
+3% +$189K 0.07% 254
2020
Q2 		$5.43M Buy
36,385
+29,131
+402% +$4.1M 0.06% 237
2020
Q1 		$923K Sell
7,254
-38,471
-84% -$5.87M 0.01% 461
2019
Q4 		$7M Buy
45,725
+30,755
+205% +$4.51M 0.05% 326
2019
Q3 		$1.99M Sell
14,970
-6,025
-29% -$751K 0.02% 515
2019
Q2 		$2.56M Buy
20,995
+4,070
+24% +$487K 0.02% 538
2019
Q1 		$1.96M Sell
16,925
-805
-5% -$86.9K 0.02% 514
2018
Q4 		$1.69M Sell
17,730
-14,259
-45% -$1.45M 0.02% 488
2018
Q3 		$3.62M Buy
31,989
+5,822
+22% +$663K 0.03% 424
2018
Q2 		$2.77M Buy
26,167
+12,808
+96% +$1.39M 0.02% 499
2018
Q1 		$1.47M Sell
13,359
-7,527
-36% -$816K 0.02% 562
2017
Q4 		$2.2M Buy
20,886
+5,536
+36% +$590K 0.02% 528
2017
Q3 		$1.67M Buy
15,350
+354
+2% +$37.1K 0.02% 486
2017
Q2 		$1.57M Buy
14,996
+3,858
+35% +$362K 0.02% 508
2017
Q1 		$955K Buy
11,138
+3,792
+52% +$325K 0.01% 530
2016
Q4 		$623K Buy
+7,346
New +$647K 0.01% 504

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 World Markets's KSU Position: Q4 2021 in Review

CIBC World Markets sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 26,221 shares — an estimated $7.1M sold.

CIBC World Markets first reported a position in KSU in Q4 2016 and held it in 20 quarters. The position peaked at $57.7M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • CIBC World Markets reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • CIBC World Markets sold 26,221 Kansas City Southern shares in Q4 2021, an estimated $7.1M.
  • CIBC World Markets first reported a position in Kansas City Southern in Q4 2016 and held it in 20 quarters.
  • CIBC World Markets's Kansas City Southern position peaked at $57.7M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on CIBC World Markets's 13F filing for Q4 2021, filed 11 Feb 2022.