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
2018 Q2	–	Sell	-35,000	Closed	-$3.85M	–	4213
2018 Q1	$3.85M	Buy	35,000 +10,000	+40%	+$1.08M	﹤0.01%	1893
2017 Q4	$2.63M	Hold	25,000	–	–	﹤0.01%	2232
2017 Q3	$2.72M	Hold	25,000	–	–	﹤0.01%	2281
2017 Q2	$2.62M	Sell	25,000 -20,000	-44%	-$1.88M	﹤0.01%	2056
2017 Q1	$3.86M	Buy	45,000 +20,000	+80%	+$1.71M	﹤0.01%	1840
2016 Q4	$2.12M	Sell	25,000 -38,800	-61%	-$3.42M	﹤0.01%	2398
2016 Q3	$5.95M	Buy	63,800 +33,800	+113%	+$3.2M	0.01%	1526
2016 Q2	$2.7M	Buy	+30,000	New	+$2.73M	﹤0.01%	2107
2013 Q4	–	Sell	-3,000	Closed	-$328K	–	4747
2013 Q3	$328K	Buy	+3,000	New	+$330K	﹤0.01%	3750

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.