DI
KSU

Disciplined Investments’s Kansas City Southern KSU Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-12
Closed -$3K – 455
2021
Q2 		$3K Buy
+12
New +$3.46K ﹤0.01% 371

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Investments's KSU Position: Q3 2021 in Review

Disciplined Investments sold out of Kansas City Southern (KSU) in Q3 2021, closing a stake of 12 shares — an estimated $3K sold.

Disciplined Investments first reported a position in KSU in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

  • Disciplined Investments reported no remaining Kansas City Southern position as of Q3 2021 after selling out during the quarter.
  • Disciplined Investments sold 12 Kansas City Southern shares in Q3 2021, an estimated $3K.
  • Disciplined Investments first reported a position in Kansas City Southern in Q2 2021 and held it in 1 quarter.
  • Disciplined Investments's Kansas City Southern position peaked at $3K in Q2 2021.
  • 733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on Disciplined Investments's 13F filing for Q3 2021, filed 9 Nov 2021.