DWT
KSU

Dorsey & Whitney Trust’s Kansas City Southern KSU Stock Holding History

Dorsey & Whitney Trust’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
-994
Closed -$282K – 558
2021
Q2 		$282K Buy
994
+1
+0.1% +$289 0.03% 417
2021
Q1 		$262K Hold
993
– – 0.03% 422
2020
Q4 		$202K Buy
+993
New +$186K 0.02% 447

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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 $34.1B AUM 20.22% 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

Dorsey & Whitney Trust's KSU Position: Q3 2021 in Review

Dorsey & Whitney Trust sold out of Kansas City Southern (KSU) in Q3 2021, closing a stake of 994 shares — an estimated $282K sold.

Dorsey & Whitney Trust first reported a position in KSU in Q4 2020 and held it in 3 quarters. The position peaked at $282K in Q2 2021. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

  • Dorsey & Whitney Trust reported no remaining Kansas City Southern position as of Q3 2021 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 994 Kansas City Southern shares in Q3 2021, an estimated $282K.
  • Dorsey & Whitney Trust first reported a position in Kansas City Southern in Q4 2020 and held it in 3 quarters.
  • Dorsey & Whitney Trust's Kansas City Southern position peaked at $282K in Q2 2021.
  • 733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on Dorsey & Whitney Trust's 13F filing for Q3 2021, filed 10 Nov 2021.