Essex Financial Services’s Kansas City Southern KSU Stock Holding History

Essex Financial Services’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	-1,225	Closed	-$332K	–	516
2021 Q3	$332K	Sell	1,225 -78	-6%	-$21.7K	0.04%	328
2021 Q2	$344K	Hold	1,303	–	–	0.05%	295
2021 Q1	$344K	Buy	+1,303	New	+$283K	0.06%	240
2014 Q1	–	Sell	-2,100	Closed	-$260K	–	299
2013 Q4	$260K	Hold	2,100	–	–	0.09%	226
2013 Q3	$230	Buy	2,100 +150	+8%	+$16.5K	0.07%	227
2013 Q2	$207K	Buy	+1,950	New	+$212K	0.07%	245

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

Essex Financial Services's KSU Position: Q4 2021 in Review

Essex Financial Services sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,225 shares — an estimated $332K sold.

Essex Financial Services first reported a position in KSU in Q2 2013 and held it in 6 quarters. The position peaked at $344K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Essex Financial Services reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Essex Financial Services sold 1,225 Kansas City Southern shares in Q4 2021, an estimated $332K.
Essex Financial Services first reported a position in Kansas City Southern in Q2 2013 and held it in 6 quarters.
Essex Financial Services's Kansas City Southern position peaked at $344K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Essex Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.