Ethic Inc’s Kansas City Southern KSU Stock Holding History

Ethic 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	-913	Closed	-$247K	–	697
2021 Q3	$247K	Buy	913 +28	+3%	+$7.8K	0.03%	529
2021 Q2	$251K	Buy	885 +84	+10%	+$24.2K	0.03%	482
2021 Q1	$211K	Buy	+801	New	+$174K	0.04%	454

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

Ethic Inc's KSU Position: Q4 2021 in Review

Ethic Inc sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 913 shares — an estimated $247K sold.

Ethic Inc first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $251K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Ethic Inc reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Ethic Inc sold 913 Kansas City Southern shares in Q4 2021, an estimated $247K.
Ethic Inc first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Ethic Inc's Kansas City Southern position peaked at $251K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Ethic Inc's 13F filing for Q4 2021, filed 14 Feb 2022.