EOJOAM
KSU

E. Ohman J:or Asset Management’s Kansas City Southern KSU Stock Holding History

E. Ohman J:or Asset 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
2020
Q2 		– Sell
-3,100
Closed -$394K – 470
2020
Q1 		$394K Sell
3,100
-2,400
-44% -$366K 0.03% 248
2019
Q4 		$842K Buy
5,500
+2,800
+104% +$411K 0.05% 222
2019
Q3 		$359K Hold
2,700
– – 0.02% 290
2019
Q2 		$329K Hold
2,700
– – 0.02% 299
2019
Q1 		$313K Sell
2,700
-500
-16% -$54K 0.02% 309
2018
Q4 		$305K Hold
3,200
– – 0.02% 305
2018
Q3 		$362K Hold
3,200
– – 0.02% 302
2018
Q2 		$339K Buy
3,200
+1,200
+60% +$131K 0.02% 298
2018
Q1 		$220K Sell
2,000
-1,400
-41% -$152K 0.02% 445
2017
Q4 		$358K Hold
3,400
– – 0.03% 347
2017
Q3 		$370K Buy
3,400
+100
+3% +$10.5K 0.03% 304
2017
Q2 		$345K Buy
3,300
+1,200
+57% +$113K 0.03% 315
2017
Q1 		$180K Hold
2,100
– – 0.02% 457
2016
Q4 		$178K Hold
2,100
– – 0.02% 436
2016
Q3 		$196K Hold
2,100
– – 0.03% 389
2016
Q2 		$189K Hold
2,100
– – 0.03% 365
2016
Q1 		$179K Hold
2,100
– – 0.03% 358
2015
Q4 		$157K Hold
2,100
– – 0.03% 406
2015
Q3 		$191K Hold
2,100
– – 0.05% 332
2015
Q2 		$192K Hold
2,100
– – 0.04% 368
2015
Q1 		$214K Hold
2,100
– – 0.05% 356
2014
Q4 		$258K Sell
2,100
-900
-30% -$108K 0.06% 303
2014
Q3 		$364K Hold
3,000
– – 0.09% 229
2014
Q2 		$323K Hold
3,000
– – 0.08% 255
2014
Q1 		$306K Hold
3,000
– – 0.08% 271
2013
Q4 		$367K Hold
3,000
– – 0.09% 249
2013
Q3 		$328K Hold
3,000
– – 0.08% 265
2013
Q2 		$318K Buy
+3,000
New +$326K 0.09% 245

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 $315B AUM 27.84% 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 $113B AUM 38.87% 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 $37.4B AUM 35.42% 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

E. Ohman J:or Asset Management's KSU Position: Q2 2020 in Review

E. Ohman J:or Asset Management sold out of Kansas City Southern (KSU) in Q2 2020, closing a stake of 3,100 shares — an estimated $394K sold.

E. Ohman J:or Asset Management first reported a position in KSU in Q2 2013 and held it in 28 quarters. The position peaked at $842K in Q4 2019. 686 funds tracked by Wall St. Rank hold KSU as of Q2 2020.

  • E. Ohman J:or Asset Management reported no remaining Kansas City Southern position as of Q2 2020 after selling out during the quarter.
  • E. Ohman J:or Asset Management sold 3,100 Kansas City Southern shares in Q2 2020, an estimated $394K.
  • E. Ohman J:or Asset Management first reported a position in Kansas City Southern in Q2 2013 and held it in 28 quarters.
  • E. Ohman J:or Asset Management's Kansas City Southern position peaked at $842K in Q4 2019.
  • 686 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2020.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2020, filed 5 Apr 2024.