CS
KSU

Credit Suisse’s Kansas City Southern KSU Stock Holding History

Credit Suisse’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
-466,000
Closed -$126M – 4753
2021
Q3 		$126M Sell
466,000
-51,303
-10% -$14.3M 0.07% 288
2021
Q2 		$147M Sell
517,303
-136,531
-21% -$39.4M 0.08% 269
2021
Q1 		$173M Buy
653,834
+401,351
+159% +$87.3M 0.09% 242
2020
Q4 		$51.5M Buy
252,483
+7,309
+3% +$1.37M 0.03% 700
2020
Q3 		$44.3M Sell
245,174
-144
-0.1% -$24.9K 0.03% 659
2020
Q2 		$36.6M Buy
245,318
+15,454
+7% +$2.17M 0.03% 670
2020
Q1 		$29.2M Sell
229,864
-14,036
-6% -$2.14M 0.03% 651
2019
Q4 		$37.4M Buy
243,900
+52,031
+27% +$7.64M 0.03% 706
2019
Q3 		$25.5M Sell
191,869
-52,798
-22% -$6.58M 0.02% 774
2019
Q2 		$29.8M Sell
244,667
-13,279
-5% -$1.59M 0.03% 705
2019
Q1 		$29.9M Sell
257,946
-9,357
-4% -$1.01M 0.03% 645
2018
Q4 		$25.5M Sell
267,303
-94,310
-26% -$9.57M 0.03% 662
2018
Q3 		$41M Buy
361,613
+84,431
+30% +$9.62M 0.04% 503
2018
Q2 		$29.4M Sell
277,182
-8,414
-3% -$915K 0.03% 630
2018
Q1 		$31.4M Sell
285,596
-8,540
-3% -$925K 0.03% 617
2017
Q4 		$30.9M Buy
294,136
+24,647
+9% +$2.63M 0.03% 636
2017
Q3 		$29.3M Buy
269,489
+1,959
+0.7% +$205K 0.03% 627
2017
Q2 		$28M Sell
267,530
-72,819
-21% -$6.83M 0.03% 643
2017
Q1 		$29.2M Buy
340,349
+189,156
+125% +$16.2M 0.03% 645
2016
Q4 		$12.8M Sell
151,193
-97,032
-39% -$8.55M 0.01% 1054
2016
Q3 		$23.2M Buy
248,225
+62,587
+34% +$5.93M 0.02% 744
2016
Q2 		$16.7M Buy
185,638
+27,736
+18% +$2.52M 0.02% 867
2016
Q1 		$13.5M Buy
157,902
+13,586
+9% +$1.06M 0.02% 934
2015
Q4 		$10.8M Buy
144,316
+16,859
+13% +$1.44M 0.01% 1106
2015
Q3 		$11.6M Sell
127,457
-3,053
-2% -$288K 0.01% 1035
2015
Q2 		$11.9M Sell
130,510
-52,294
-29% -$5.16M 0.01% 1131
2015
Q1 		$18.7M Sell
182,804
-24,814
-12% -$2.81M 0.02% 844
2014
Q4 		$25.3M Sell
207,618
-49,868
-19% -$5.96M 0.02% 758
2014
Q3 		$31.2M Buy
257,486
+18,180
+8% +$2.07M 0.03% 713
2014
Q2 		$25.7M Buy
239,306
+27,234
+13% +$2.81M 0.02% 806
2014
Q1 		$21.6M Sell
212,072
-28,047
-12% -$2.89M 0.02% 802
2013
Q4 		$29.7M Sell
240,119
-37,444
-13% -$4.48M 0.03% 630
2013
Q3 		$30.4M Sell
277,563
-19,408
-7% -$2.13M 0.03% 542
2013
Q2 		$31.5M Buy
+296,971
New +$32.3M 0.03% 549

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

Credit Suisse's KSU Position: Q4 2021 in Review

Credit Suisse sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 466,000 shares — an estimated $126M sold.

Credit Suisse first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $173M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Credit Suisse reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Credit Suisse sold 466,000 Kansas City Southern shares in Q4 2021, an estimated $126M.
  • Credit Suisse first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Credit Suisse's Kansas City Southern position peaked at $173M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Credit Suisse's 13F filing for Q4 2021, filed 14 Feb 2022.