EIM
KSU

Essex Investment Management’s Kansas City Southern KSU Stock Holding History

Essex Investment 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
Q4 		– Sell
-3,125
Closed -$846K – 446
2021
Q3 		$846K Hold
3,125
– – 0.1% 238
2021
Q2 		$886K Hold
3,125
– – 0.1% 242
2021
Q1 		$825K Sell
3,125
-325
-9% -$70.7K 0.1% 251
2020
Q4 		$704K Sell
3,450
-1,050
-23% -$197K 0.09% 263
2020
Q3 		$814K Buy
+4,500
New +$779K 0.12% 246
2020
Q1 		– Sell
-220
Closed -$34K – 496
2019
Q4 		$34K Hold
220
– – ﹤0.01% 419
2019
Q3 		$29K Sell
220
-8,401
-97% -$1.05M ﹤0.01% 414
2019
Q2 		$1.05M Buy
8,621
+8,401
+3,819% +$1.01M 0.14% 215
2019
Q1 		$26K Sell
220
-415
-65% -$44.8K ﹤0.01% 422
2018
Q4 		$61K Buy
+635
New +$64.5K 0.01% 392

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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 Investment Management's KSU Position: Q4 2021 in Review

Essex Investment Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,125 shares — an estimated $846K sold.

Essex Investment Management first reported a position in KSU in Q4 2018 and held it in 10 quarters. The position peaked at $1.05M in Q2 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Essex Investment Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Essex Investment Management sold 3,125 Kansas City Southern shares in Q4 2021, an estimated $846K.
  • Essex Investment Management first reported a position in Kansas City Southern in Q4 2018 and held it in 10 quarters.
  • Essex Investment Management's Kansas City Southern position peaked at $1.05M in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Essex Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.