CX Institutional’s Kansas City Southern KSU Stock Holding History

CX Institutional’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	-185	Closed	-$50K	–	960
2021 Q3	$50K	Buy	185 +12	+7%	+$3.34K	﹤0.01%	580
2021 Q2	$49K	Buy	173 +43	+33%	+$12.4K	﹤0.01%	574
2021 Q1	$34K	Buy	130 +13	+11%	+$2.83K	﹤0.01%	572
2020 Q4	$24K	Buy	117 +7	+6%	+$1.31K	﹤0.01%	582
2020 Q3	$20K	Buy	110 +81	+279%	+$14K	﹤0.01%	549
2020 Q2	$4K	Buy	29 +18	+164%	+$2.53K	﹤0.01%	701
2020 Q1	$1K	Sell	11 -14	-56%	-$2.14K	﹤0.01%	767
2019 Q4	$4K	Hold	25	–	–	﹤0.01%	613
2019 Q3	$3K	Buy	25 +1	+4%	+$125	﹤0.01%	705
2019 Q2	$3K	Buy	24 +3	+14%	+$359	﹤0.01%	731
2019 Q1	$2K	Buy	+21	New	+$2.27K	﹤0.01%	719

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

CX Institutional's KSU Position: Q4 2021 in Review

CX Institutional sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 185 shares — an estimated $50K sold.

CX Institutional first reported a position in KSU in Q1 2019 and held it in 11 quarters. The position peaked at $50K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

CX Institutional reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
CX Institutional sold 185 Kansas City Southern shares in Q4 2021, an estimated $50K.
CX Institutional first reported a position in Kansas City Southern in Q1 2019 and held it in 11 quarters.
CX Institutional's Kansas City Southern position peaked at $50K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on CX Institutional's 13F filing for Q4 2021, filed 18 Jan 2022.