CIM
KSU

CIM Investment Management’s Kansas City Southern KSU Stock Holding History

CIM Investment Management’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
2019
Q2 		– Sell
-8,955
Closed -$1.04M – 348
2019
Q1 		$1.04M Hold
8,955
– – 0.4% 36
2018
Q4 		$855K Buy
8,955
+3,906
+77% +$397K 0.37% 45
2018
Q3 		$572K Buy
+5,049
New +$575K 0.2% 121
2017
Q3 		– Sell
-5,226
Closed -$547K – 368
2017
Q2 		$547K Sell
5,226
-5,393
-51% -$506K 0.19% 143
2017
Q1 		$911K Buy
10,619
+6,157
+138% +$528K 0.31% 70
2016
Q4 		$379K Buy
4,462
+55
+1% +$4.85K 0.14% 206
2016
Q3 		$411K Sell
4,407
-360
-8% -$34.1K 0.16% 174
2016
Q2 		$429K Sell
4,767
-210
-4% -$19.1K 0.18% 157
2016
Q1 		$425K Sell
4,977
-699
-12% -$54.5K 0.19% 150
2015
Q4 		$424K Hold
5,676
– – 0.19% 138
2015
Q3 		$516K Hold
5,676
– – 0.25% 129
2015
Q2 		$518K Sell
5,676
-275
-5% -$27.1K 0.23% 130
2015
Q1 		$607K Hold
5,951
– – 0.26% 128
2014
Q4 		$726K Hold
5,951
– – 0.33% 119
2014
Q3 		$721K Sell
5,951
-284
-5% -$32.4K 0.37% 114
2014
Q2 		$670K Sell
6,235
-168
-3% -$17.4K 0.34% 126
2014
Q1 		$653K Sell
6,403
-153
-2% -$15.8K 0.3% 124
2013
Q4 		$812K Buy
+6,556
New +$785K 0.41% 109

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIM Investment Management's KSU Position: Q2 2019 in Review

CIM Investment Management sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 8,955 shares — an estimated $1.04M sold.

CIM Investment Management first reported a position in KSU in Q4 2013 and held it in 18 quarters. The position peaked at $1.04M in Q1 2019. 592 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

  • CIM Investment Management reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
  • CIM Investment Management sold 8,955 Kansas City Southern shares in Q2 2019, an estimated $1.04M.
  • CIM Investment Management first reported a position in Kansas City Southern in Q4 2013 and held it in 18 quarters.
  • CIM Investment Management's Kansas City Southern position peaked at $1.04M in Q1 2019.
  • 592 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on CIM Investment Management's 13F filing for Q2 2019, filed 8 Aug 2019.