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
2020 Q1	–	Sell	-50,000	Closed	-$7.66M	–	4338
2019 Q4	$7.66M	Hold	50,000	–	–	0.01%	1571
2019 Q3	$6.65M	Buy	+50,000	New	+$6.23M	0.01%	1551
2017 Q2	–	Sell	-34,000	Closed	-$2.92M	–	4011
2017 Q1	$2.92M	Buy	+34,000	New	+$2.91M	﹤0.01%	2068

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

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.