Fidelity Investments
KSU

Fidelity Investments’s Kansas City Southern KSU Stock Holding History

Fidelity Investments’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
-509,089
Closed -$138M – 5206
2021
Q3 		$138M Buy
509,089
+6,095
+1% +$1.7M 0.01% 973
2021
Q2 		$143M Sell
502,994
-10,087
-2% -$2.91M 0.01% 964
2021
Q1 		$135M Sell
513,081
-82,947
-14% -$18M 0.01% 952
2020
Q4 		$122M Sell
596,028
-457,709
-43% -$86M 0.01% 950
2020
Q3 		$191M Buy
1,053,737
+230,099
+28% +$39.8M 0.02% 647
2020
Q2 		$123M Buy
823,638
+535,808
+186% +$75.3M 0.01% 798
2020
Q1 		$36.6M Sell
287,830
-665,229
-70% -$102M 0.01% 1149
2019
Q4 		$146M Buy
953,059
+805,327
+545% +$118M 0.02% 766
2019
Q3 		$19.6M Buy
147,732
+9,004
+6% +$1.12M ﹤0.01% 1583
2019
Q2 		$16.9M Sell
138,728
-13,750
-9% -$1.65M ﹤0.01% 1689
2019
Q1 		$17.7M Buy
152,478
+12,805
+9% +$1.38M ﹤0.01% 1648
2018
Q4 		$13.3M Sell
139,673
-259,774
-65% -$26.4M ﹤0.01% 1708
2018
Q3 		$45.3M Buy
399,447
+293,045
+275% +$33.4M 0.01% 1320
2018
Q2 		$11.3M Sell
106,402
-2,712
-2% -$295K ﹤0.01% 1914
2018
Q1 		$12M Buy
109,114
+3,030
+3% +$328K ﹤0.01% 1908
2017
Q4 		$11.2M Sell
106,084
-27,731
-21% -$2.96M ﹤0.01% 1919
2017
Q3 		$14.5M Sell
133,815
-10,048
-7% -$1.05M ﹤0.01% 1808
2017
Q2 		$15.1M Sell
143,863
-30,160
-17% -$2.83M ﹤0.01% 1788
2017
Q1 		$14.9M Sell
174,023
-1,019,215
-85% -$87.4M ﹤0.01% 1814
2016
Q4 		$101M Sell
1,193,238
-1,256,708
-51% -$111M 0.01% 986
2016
Q3 		$229M Sell
2,449,946
-462,131
-16% -$43.8M 0.03% 611
2016
Q2 		$262M Sell
2,912,077
-341,045
-10% -$31M 0.04% 549
2016
Q1 		$278M Buy
3,253,122
+1,246,918
+62% +$97.3M 0.04% 503
2015
Q4 		$150M Sell
2,006,204
-35,027
-2% -$2.99M 0.02% 785
2015
Q3 		$186M Sell
2,041,231
-291,949
-13% -$27.5M 0.03% 666
2015
Q2 		$213M Sell
2,333,180
-1,099,080
-32% -$108M 0.03% 663
2015
Q1 		$350M Buy
3,432,260
+94,140
+3% +$10.7M 0.04% 449
2014
Q4 		$407M Sell
3,338,120
-100,163
-3% -$12M 0.05% 395
2014
Q3 		$417M Buy
3,438,283
+6,118
+0.2% +$698K 0.06% 362
2014
Q2 		$369M Buy
3,432,165
+197,036
+6% +$20.3M 0.05% 422
2014
Q1 		$330M Buy
3,235,129
+372,761
+13% +$38.4M 0.05% 433
2013
Q4 		$354M Buy
2,862,368
+149,319
+6% +$17.9M 0.05% 405
2013
Q3 		$297M Buy
2,713,049
+1,154,923
+74% +$127M 0.05% 452
2013
Q2 		$165M Buy
+1,558,126
New +$169M 0.03% 664

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

Fidelity Investments's KSU Position: Q4 2021 in Review

Fidelity Investments sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 509,089 shares — an estimated $138M sold.

Fidelity Investments first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $417M in Q3 2014. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Fidelity Investments reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Fidelity Investments sold 509,089 Kansas City Southern shares in Q4 2021, an estimated $138M.
  • Fidelity Investments first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Fidelity Investments's Kansas City Southern position peaked at $417M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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