DA
KSU

Duality Advisers’s Kansas City Southern KSU Stock Holding History

Duality Advisers’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
Q4 		– Sell
-19,880
Closed -$3.6M – 778
2020
Q3 		$3.6M Sell
19,880
-1,799
-8% -$312K 0.23% 110
2020
Q2 		$3.24M Buy
+21,679
New +$3.05M 0.29% 97
2020
Q1 		– Sell
-37,959
Closed -$5.81M – 351
2019
Q4 		$5.81M Sell
37,959
-14,531
-28% -$2.13M 0.35% 104
2019
Q3 		$6.98M Buy
52,490
+46,010
+710% +$5.74M 0.39% 72
2019
Q2 		$789K Buy
+6,480
New +$776K 0.07% 194

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 $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Duality Advisers's KSU Position: Q4 2020 in Review

Duality Advisers sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 19,880 shares — an estimated $3.6M sold.

Duality Advisers first reported a position in KSU in Q2 2019 and held it in 5 quarters. The position peaked at $6.98M in Q3 2019. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Duality Advisers reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Duality Advisers sold 19,880 Kansas City Southern shares in Q4 2020, an estimated $3.6M.
  • Duality Advisers first reported a position in Kansas City Southern in Q2 2019 and held it in 5 quarters.
  • Duality Advisers's Kansas City Southern position peaked at $6.98M in Q3 2019.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Duality Advisers's 13F filing for Q4 2020, filed 9 Feb 2021.