Edgestream Partners’s Kansas City Southern KSU Stock Holding History

Edgestream Partners’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	-1,283	Closed	-$347K	–	608
2021 Q3	$347K	Sell	1,283 -20,041	-94%	-$5.58M	0.02%	418
2021 Q2	$6.04M	Sell	21,324 -19,387	-48%	-$5.6M	0.36%	94
2021 Q1	$10.7M	Sell	40,711 -32,890	-45%	-$7.15M	0.6%	33
2020 Q4	$15M	Buy	73,601 +64,808	+737%	+$12.2M	0.75%	31
2020 Q3	$1.59M	Sell	8,793 -16,834	-66%	-$2.92M	0.1%	201
2020 Q2	$3.83M	Buy	25,627 +23,688	+1,222%	+$3.33M	0.2%	144
2020 Q1	$247K	Sell	1,939 -9,250	-83%	-$1.41M	0.02%	278
2019 Q4	$1.71M	Buy	+11,189	New	+$1.64M	0.09%	194

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

Edgestream Partners's KSU Position: Q4 2021 in Review

Edgestream Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,283 shares — an estimated $347K sold.

Edgestream Partners first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $15M in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Edgestream Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Edgestream Partners sold 1,283 Kansas City Southern shares in Q4 2021, an estimated $347K.
Edgestream Partners first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
Edgestream Partners's Kansas City Southern position peaked at $15M in Q4 2020.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Edgestream Partners's 13F filing for Q4 2021, filed 15 Feb 2022.