Curi RMB Capital’s Kansas City Southern KSU Stock Holding History

Curi RMB Capital’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	-12,075	Closed	-$3.27M	–	463
2021 Q3	$3.27M	Hold	12,075	–	–	0.11%	155
2021 Q2	$3.42M	Hold	12,075	–	–	0.11%	156
2021 Q1	$3.19M	Hold	12,075	–	–	0.12%	156
2020 Q4	$2.46M	Hold	12,075	–	–	0.09%	185
2020 Q3	$2.18M	Hold	12,075	–	–	0.09%	185
2020 Q2	$1.8M	Hold	12,075	–	–	0.08%	217
2020 Q1	$1.54M	Hold	12,075	–	–	0.07%	225
2019 Q4	$1.85M	Hold	12,075	–	–	0.05%	287
2019 Q3	$1.61M	Hold	12,075	–	–	0.04%	333
2019 Q2	$1.47M	Hold	12,075	–	–	0.04%	365
2019 Q1	$1.4M	Hold	12,075	–	–	0.04%	400
2018 Q4	$1.15M	Hold	12,075	–	–	0.03%	471
2018 Q3	$1.37M	Hold	12,075	–	–	0.03%	450
2018 Q2	$1.28M	Hold	12,075	–	–	0.03%	453
2018 Q1	$1.33M	Hold	12,075	–	–	0.03%	456
2017 Q4	$1.27M	Buy	+12,075	New	+$1.29M	0.03%	441

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

Curi RMB Capital's KSU Position: Q4 2021 in Review

Curi RMB Capital sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 12,075 shares — an estimated $3.27M sold.

Curi RMB Capital first reported a position in KSU in Q4 2017 and held it in 16 quarters. The position peaked at $3.42M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Curi RMB Capital reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Curi RMB Capital sold 12,075 Kansas City Southern shares in Q4 2021, an estimated $3.27M.
Curi RMB Capital first reported a position in Kansas City Southern in Q4 2017 and held it in 16 quarters.
Curi RMB Capital's Kansas City Southern position peaked at $3.42M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Curi RMB Capital's 13F filing for Q4 2021, filed 26 Jan 2022.