DLCIG
KSU

D.L. Carlson Investment Group’s Kansas City Southern KSU Stock Holding History

D.L. Carlson Investment Group’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 		– Sell
-21,534
Closed -$4.4M – 163
2020
Q4 		$4.4M Buy
21,534
+604
+3% +$113K 0.8% 52
2020
Q3 		$3.79M Buy
+20,930
New +$3.62M 0.8% 50

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.L. Carlson Investment Group's KSU Position: Q1 2021 in Review

D.L. Carlson Investment Group sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 21,534 shares — an estimated $4.4M sold.

D.L. Carlson Investment Group first reported a position in KSU in Q3 2020 and held it in 2 quarters. The position peaked at $4.4M in Q4 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • D.L. Carlson Investment Group reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 21,534 Kansas City Southern shares in Q1 2021, an estimated $4.4M.
  • D.L. Carlson Investment Group first reported a position in Kansas City Southern in Q3 2020 and held it in 2 quarters.
  • D.L. Carlson Investment Group's Kansas City Southern position peaked at $4.4M in Q4 2020.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2021, filed 11 May 2021.