Ellevest Inc’s Kansas City Southern KSU Stock Holding History

Ellevest Inc’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	-108	Closed	-$29K	–	1774
2021 Q3	$29K	Buy	108 +19	+21%	+$5.29K	﹤0.01%	595
2021 Q2	$25K	Sell	89 -17	-16%	-$4.91K	﹤0.01%	605
2021 Q1	$28K	Sell	106 -107	-50%	-$23.3K	﹤0.01%	600
2020 Q4	$43K	Buy	213 +149	+233%	+$28K	0.01%	500
2020 Q3	$12K	Sell	64 -11	-15%	-$1.91K	﹤0.01%	625
2020 Q2	$11K	Buy	+75	New	+$10.5K	﹤0.01%	607

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

Ellevest Inc's KSU Position: Q4 2021 in Review

Ellevest Inc sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 108 shares — an estimated $29K sold.

Ellevest Inc first reported a position in KSU in Q2 2020 and held it in 6 quarters. The position peaked at $43K in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Ellevest Inc reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Ellevest Inc sold 108 Kansas City Southern shares in Q4 2021, an estimated $29K.
Ellevest Inc first reported a position in Kansas City Southern in Q2 2020 and held it in 6 quarters.
Ellevest Inc's Kansas City Southern position peaked at $43K in Q4 2020.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.