Elmwood Wealth Management’s Kansas City Southern KSU Stock Holding History

Elmwood Wealth 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	$43K	Sell	150 -150	-50%	-$43.3K	0.02%	174
2021 Q1	$79K	Buy	+300	New	+$65.3K	0.05%	142
2020 Q3	$45K	Hold	300	–	–	0.04%	136
2020 Q2	$45K	Hold	300	–	–	0.04%	136
2020 Q1	$33K	Buy	+300	New	+$45.8K	0.03%	140
2019 Q4	–	Sell	-300	Closed	-$40K	–	260
2019 Q3	$40K	Hold	300	–	–	0.04%	120
2019 Q2	$37K	Hold	300	–	–	0.03%	135
2019 Q1	$35K	Hold	300	–	–	0.03%	133
2018 Q4	$29K	Hold	300	–	–	0.03%	142
2018 Q3	$34K	Hold	300	–	–	0.03%	150
2018 Q2	$31.8K	Hold	300	–	–	0.03%	145
2018 Q1	$33K	Buy	+300	New	+$32.5K	0.03%	140

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elmwood Wealth Management's KSU Position: Q2 2021 in Review

Elmwood Wealth Management reduced its Kansas City Southern (KSU) stake by 50% in Q2 2021, selling an estimated $43.3K and leaving 150 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #174.

Elmwood Wealth Management first reported a position in KSU in Q1 2018 and has held it in 12 quarters since. The position peaked at $79K in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

Elmwood Wealth Management held 150 shares of Kansas City Southern worth $43K as of Q2 2021.
Elmwood Wealth Management sold 150 Kansas City Southern shares in Q2 2021, an estimated $43.3K.
Kansas City Southern made up 0.02% of Elmwood Wealth Management's portfolio in Q2 2021, its #174 holding.
Elmwood Wealth Management first reported a position in Kansas City Southern in Q1 2018 and has held it in 12 quarters since.
Elmwood Wealth Management's Kansas City Southern position peaked at $79K in Q1 2021.
775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.