Eagle Bay Advisors’s Kansas City Southern KSU Stock Holding History

Eagle Bay Advisors’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 Q4	–	Sell	-512	Closed	-$139K	–	1331
2021 Q3	$139K	Buy	512 +208	+68%	+$57.9K	0.08%	177
2021 Q2	$87K	Buy	+304	New	+$87.8K	0.07%	179

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Eagle Bay Advisors's KSU Position: Q4 2021 in Review

Eagle Bay Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 512 shares — an estimated $139K sold.

Eagle Bay Advisors first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $139K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Eagle Bay Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Eagle Bay Advisors sold 512 Kansas City Southern shares in Q4 2021, an estimated $139K.
Eagle Bay Advisors first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
Eagle Bay Advisors's Kansas City Southern position peaked at $139K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Eagle Bay Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.