DY
KSU

Dowling & Yahnke’s Kansas City Southern KSU Stock Holding History

Dowling & Yahnke’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
2020
Q2 		– Sell
-2,300
Closed -$293K – 312
2020
Q1 		$293K Buy
+2,300
New +$351K 0.03% 256

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dowling & Yahnke's KSU Position: Q2 2020 in Review

Dowling & Yahnke sold out of Kansas City Southern (KSU) in Q2 2020, closing a stake of 2,300 shares — an estimated $293K sold.

Dowling & Yahnke first reported a position in KSU in Q1 2020 and held it in 1 quarter. The position peaked at $293K in Q1 2020. 686 funds tracked by Wall St. Rank hold KSU as of Q2 2020.

  • Dowling & Yahnke reported no remaining Kansas City Southern position as of Q2 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 2,300 Kansas City Southern shares in Q2 2020, an estimated $293K.
  • Dowling & Yahnke first reported a position in Kansas City Southern in Q1 2020 and held it in 1 quarter.
  • Dowling & Yahnke's Kansas City Southern position peaked at $293K in Q1 2020.
  • 686 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2020.

Based on Dowling & Yahnke's 13F filing for Q2 2020, filed 31 Jul 2020.