DRS
KSU

Deane Retirement Strategies’s Kansas City Southern KSU Stock Holding History

Deane Retirement Strategies’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
-8,998
Closed -$1.84M – 86
2020
Q4 		$1.84M Buy
+8,998
New +$1.69M 1.12% 25
2018
Q1 		– Sell
-12,188
Closed -$1.28M – 70
2017
Q4 		$1.28M Sell
12,188
-312
-2% -$33.3K 1.19% 39
2017
Q3 		$1.36M Sell
12,500
-222
-2% -$23.3K 1.31% 33
2017
Q2 		$1.33M Buy
+12,722
New +$1.19M 1.07% 36

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 $298B AUM 21.96% 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

Deane Retirement Strategies's KSU Position: Q1 2021 in Review

Deane Retirement Strategies sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 8,998 shares — an estimated $1.84M sold.

Deane Retirement Strategies first reported a position in KSU in Q2 2017 and held it in 4 quarters. The position peaked at $1.84M in Q4 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Deane Retirement Strategies reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Deane Retirement Strategies sold 8,998 Kansas City Southern shares in Q1 2021, an estimated $1.84M.
  • Deane Retirement Strategies first reported a position in Kansas City Southern in Q2 2017 and held it in 4 quarters.
  • Deane Retirement Strategies's Kansas City Southern position peaked at $1.84M in Q4 2020.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Deane Retirement Strategies's 13F filing for Q1 2021, filed 8 Apr 2021.