Empirical Finance’s Kansas City Southern KSU Stock Holding History

Empirical Finance’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	-888	Closed	-$240K	–	469
2021 Q3	$240K	Sell	888 -26	-3%	-$7.24K	0.04%	389
2021 Q2	$259K	Sell	914 -69	-7%	-$19.9K	0.04%	351
2021 Q1	$201K	Hold	983	–	–	0.04%	320
2020 Q4	$201K	Buy	+983	New	+$185K	0.04%	320
2017 Q1	–	Sell	-49	Closed	-$5K	–	623
2016 Q4	$5K	Buy	+49	New	+$4.32K	﹤0.01%	561

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

Empirical Finance's KSU Position: Q4 2021 in Review

Empirical Finance sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 888 shares — an estimated $240K sold.

Empirical Finance first reported a position in KSU in Q4 2016 and held it in 5 quarters. The position peaked at $259K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Empirical Finance reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Empirical Finance sold 888 Kansas City Southern shares in Q4 2021, an estimated $240K.
Empirical Finance first reported a position in Kansas City Southern in Q4 2016 and held it in 5 quarters.
Empirical Finance's Kansas City Southern position peaked at $259K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Empirical Finance's 13F filing for Q4 2021, filed 4 Feb 2022.