CIM
KSU

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

Contravisory 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
2021
Q4 		– Sell
-1,627
Closed -$440K – 331
2021
Q3 		$440K Hold
1,627
– – 0.13% 95
2021
Q2 		$461K Sell
1,627
-51
-3% -$14.7K 0.14% 92
2021
Q1 		$443K Sell
1,678
-30
-2% -$6.53K 0.14% 82
2020
Q4 		$349K Sell
1,708
-211
-11% -$39.6K 0.11% 98
2020
Q3 		$347K Hold
1,919
– – 0.12% 94
2020
Q2 		$285K Buy
+1,919
New +$270K 0.1% 107
2017
Q1 		– Sell
-2,268
Closed -$192K – 344
2016
Q4 		$192K Buy
+2,268
New +$200K 0.07% 71
2014
Q2 		– Sell
-134,859
Closed -$13.8M – 195
2014
Q1 		$13.8M Sell
134,859
-2,906
-2% -$300K 2.7% 14
2013
Q4 		$17.1M Sell
137,765
-1,880
-1% -$225K 3.28% 4
2013
Q3 		$15.3M Sell
139,645
-4,279
-3% -$470K 3.18% 3
2013
Q2 		$15.3M Buy
+143,924
New +$15.7M 3.39% 3

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

Contravisory Investment Management's KSU Position: Q4 2021 in Review

Contravisory Investment Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,627 shares — an estimated $440K sold.

Contravisory Investment Management first reported a position in KSU in Q2 2013 and held it in 11 quarters. The position peaked at $17.1M in Q4 2013. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Contravisory Investment Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Contravisory Investment Management sold 1,627 Kansas City Southern shares in Q4 2021, an estimated $440K.
  • Contravisory Investment Management first reported a position in Kansas City Southern in Q2 2013 and held it in 11 quarters.
  • Contravisory Investment Management's Kansas City Southern position peaked at $17.1M in Q4 2013.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Contravisory Investment Management's 13F filing for Q4 2021, filed 12 Jan 2022.