Connor, Clark & Lunn Investment Management (CC&L)
KSU

Connor, Clark & Lunn Investment Management (CC&L)’s Kansas City Southern KSU Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-13,861
Closed -$3.75M – 1261
2021
Q3 		$3.75M Sell
13,861
-676
-5% -$188K 0.02% 399
2021
Q2 		$4.12M Sell
14,537
-187
-1% -$54K 0.02% 392
2021
Q1 		$3.89M Sell
14,724
-48,050
-77% -$10.5M 0.02% 418
2020
Q4 		$12.8M Buy
62,774
+52,416
+506% +$9.84M 0.08% 197
2020
Q3 		$1.87M Buy
+10,358
New +$1.79M 0.01% 493
2019
Q2 		– Sell
-9,300
Closed -$1.08M – 1104
2019
Q1 		$1.08M Buy
+9,300
New +$1M 0.01% 516
2018
Q4 		– Sell
-6,175
Closed -$700K – 1085
2018
Q3 		$700K Buy
+6,175
New +$703K ﹤0.01% 631
2017
Q4 		– Sell
-44,450
Closed -$4.83M – 886
2017
Q3 		$4.83M Buy
+44,450
New +$4.66M 0.03% 301

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Connor, Clark & Lunn Investment Management (CC&L)'s KSU Position: Q4 2021 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 13,861 shares — an estimated $3.75M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in KSU in Q3 2017 and held it in 8 quarters. The position peaked at $12.8M in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 13,861 Kansas City Southern shares in Q4 2021, an estimated $3.75M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Kansas City Southern in Q3 2017 and held it in 8 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Kansas City Southern position peaked at $12.8M in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2021, filed 10 Feb 2022.