ClearBridge Investments
KSU

ClearBridge Investments’s Kansas City Southern KSU Stock Holding History

ClearBridge Investments’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
2020
Q3 		– Sell
-7
Closed -$1K – 1030
2020
Q2 		$1K Buy
+7
New +$984 ﹤0.01% 973
2015
Q2 		– Sell
-602
Closed -$61K – 1192
2015
Q1 		$61K Buy
+602
New +$68.2K ﹤0.01% 944

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments's KSU Position: Q3 2020 in Review

ClearBridge Investments sold out of Kansas City Southern (KSU) in Q3 2020, closing a stake of 7 shares — an estimated $1K sold.

ClearBridge Investments first reported a position in KSU in Q1 2015 and held it in 2 quarters. The position peaked at $61K in Q1 2015. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • ClearBridge Investments reported no remaining Kansas City Southern position as of Q3 2020 after selling out during the quarter.
  • ClearBridge Investments sold 7 Kansas City Southern shares in Q3 2020, an estimated $1K.
  • ClearBridge Investments first reported a position in Kansas City Southern in Q1 2015 and held it in 2 quarters.
  • ClearBridge Investments's Kansas City Southern position peaked at $61K in Q1 2015.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on ClearBridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.