DPIM
KSU

Duff & Phelps Investment Management’s Kansas City Southern KSU Stock Holding History

Duff & Phelps Investment Management’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
Q2 		– Sell
-89,320
Closed -$23.6M – 221
2021
Q1 		$23.6M Buy
89,320
+14,620
+20% +$3.18M 0.32% 90
2020
Q4 		$15.2M Buy
74,700
+27,500
+58% +$5.16M 0.22% 95
2020
Q3 		$8.54M Buy
47,200
+11,100
+31% +$1.92M 0.13% 104
2020
Q2 		$5.39M Buy
+36,100
New +$5.08M 0.08% 111

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Duff & Phelps Investment Management's KSU Position: Q2 2021 in Review

Duff & Phelps Investment Management sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 89,320 shares — an estimated $23.6M sold.

Duff & Phelps Investment Management first reported a position in KSU in Q2 2020 and held it in 4 quarters. The position peaked at $23.6M in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • Duff & Phelps Investment Management reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 89,320 Kansas City Southern shares in Q2 2021, an estimated $23.6M.
  • Duff & Phelps Investment Management first reported a position in Kansas City Southern in Q2 2020 and held it in 4 quarters.
  • Duff & Phelps Investment Management's Kansas City Southern position peaked at $23.6M in Q1 2021.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2021, filed 9 Aug 2021.