CSat Investment Advisory’s Kansas City Southern KSU Stock Holding History

CSat Investment Advisory’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 Q1	$52K	Buy	196 +34	+21%	+$7.39K	0.04%	186
2020 Q4	$33K	Sell	162 -456	-74%	-$85.6K	0.03%	244
2020 Q3	$112K	Sell	618 -8	-1%	-$1.39K	0.01%	417
2020 Q2	$93K	Sell	626 -9	-1%	-$1.26K	0.01%	501
2020 Q1	$80K	Buy	635 +231	+57%	+$35.2K	0.02%	397
2019 Q4	$62K	Buy	404 +51	+14%	+$7.49K	0.02%	552
2019 Q3	$47K	Sell	353 -33	-9%	-$4.11K	0.01%	578
2019 Q2	$47K	Buy	386 +155	+67%	+$18.6K	0.02%	567
2019 Q1	$27K	Sell	231 -35	-13%	-$3.78K	0.01%	253
2018 Q4	$25K	Buy	266 +120	+82%	+$12.2K	0.01%	226
2018 Q3	$17K	Buy	146 +5	+4%	+$570	0.01%	259
2018 Q2	$15K	Buy	+141	New	+$15.3K	0.01%	261

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's KSU Position: Q1 2021 in Review

CSat Investment Advisory increased its Kansas City Southern (KSU) stake by 21% in Q1 2021, buying an estimated $7.39K and bringing the position to 196 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #186.

CSat Investment Advisory first reported a position in KSU in Q2 2018 and has held it in 12 quarters since. The position peaked at $112K in Q3 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

CSat Investment Advisory held 196 shares of Kansas City Southern worth $52K as of Q1 2021.
CSat Investment Advisory bought 34 Kansas City Southern shares in Q1 2021, an estimated $7.39K.
Kansas City Southern made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #186 holding.
CSat Investment Advisory first reported a position in Kansas City Southern in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Kansas City Southern position peaked at $112K in Q3 2020.
784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.