Conway Capital Management’s Kansas City Southern KSU Stock Holding History

Conway Capital 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	-1,100	Closed	-$298K	–	75
2021 Q3	$298K	Buy	1,100 +100	+10%	+$27.8K	0.2%	51
2021 Q2	$283K	Hold	1,000	–	–	0.19%	58
2021 Q1	$264K	Hold	1,000	–	–	0.2%	61
2020 Q4	$204K	Buy	+1,000	New	+$188K	0.15%	67

Other funds holding KSU

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

Conway Capital Management's KSU Position: Q4 2021 in Review

Conway Capital Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,100 shares — an estimated $298K sold.

Conway Capital Management first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $298K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Conway Capital Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Conway Capital Management sold 1,100 Kansas City Southern shares in Q4 2021, an estimated $298K.
Conway Capital Management first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Conway Capital Management's Kansas City Southern position peaked at $298K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Conway Capital Management's 13F filing for Q4 2021, filed 3 Dec 2024.