Deseret Mutual Benefit Administrators’s Kansas City Southern KSU Stock Holding History

Deseret Mutual Benefit Administrators’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	-285	Closed	-$77K	–	505
2021 Q3	$77K	Sell	285 -133	-32%	-$37K	0.01%	398
2021 Q2	$118K	Buy	+418	New	+$121K	0.03%	326

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

Deseret Mutual Benefit Administrators's KSU Position: Q4 2021 in Review

Deseret Mutual Benefit Administrators sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 285 shares — an estimated $77K sold.

Deseret Mutual Benefit Administrators first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $118K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Deseret Mutual Benefit Administrators reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Deseret Mutual Benefit Administrators sold 285 Kansas City Southern shares in Q4 2021, an estimated $77K.
Deseret Mutual Benefit Administrators first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
Deseret Mutual Benefit Administrators's Kansas City Southern position peaked at $118K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q4 2021, filed 9 Feb 2022.