EHC
KSU

Everett Harris & Co’s Kansas City Southern KSU Stock Holding History

Everett Harris & Co’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
-7,733
Closed -$2.09M – 276
2021
Q3 		$2.09M Buy
7,733
+30
+0.4% +$8.35K 0.03% 93
2021
Q2 		$2.18M Sell
7,703
-425
-5% -$123K 0.03% 95
2021
Q1 		$2.15M Buy
8,128
+10
+0.1% +$2.17K 0.04% 93
2020
Q4 		$1.66M Sell
8,118
-25
-0.3% -$4.7K 0.03% 102
2020
Q3 		$1.47M Sell
8,143
-120
-1% -$20.8K 0.03% 105
2020
Q2 		$1.23M Sell
8,263
-955
-10% -$134K 0.03% 114
2020
Q1 		$1.17M Sell
9,218
-1,032
-10% -$157K 0.03% 111
2019
Q4 		$1.57M Buy
10,250
+50
+0.5% +$7.34K 0.04% 119
2019
Q3 		$1.36M Sell
10,200
-115
-1% -$14.3K 0.03% 121
2019
Q2 		$1.26M Sell
10,315
-805
-7% -$96.3K 0.03% 124
2019
Q1 		$1.29M Buy
11,120
+860
+8% +$92.9K 0.03% 122
2018
Q4 		$979K Buy
10,260
+2,532
+33% +$257K 0.03% 121
2018
Q3 		$875K Buy
+7,728
New +$880K 0.02% 135

Other funds holding KSU

Kovitz Investment Group Partners
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

Everett Harris & Co's KSU Position: Q4 2021 in Review

Everett Harris & Co sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 7,733 shares — an estimated $2.09M sold.

Everett Harris & Co first reported a position in KSU in Q3 2018 and held it in 13 quarters. The position peaked at $2.18M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Everett Harris & Co reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Everett Harris & Co sold 7,733 Kansas City Southern shares in Q4 2021, an estimated $2.09M.
  • Everett Harris & Co first reported a position in Kansas City Southern in Q3 2018 and held it in 13 quarters.
  • Everett Harris & Co's Kansas City Southern position peaked at $2.18M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Everett Harris & Co's 13F filing for Q4 2021, filed 2 Feb 2022.