First Manhattan’s Kansas City Southern KSU Stock Holding History

First Manhattan’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	-3,325	Closed	-$899K	–	1748
2021 Q3	$899K	Sell	3,325 -1,375	-29%	-$383K	﹤0.01%	443
2021 Q2	$1.33M	Sell	4,700 -5,995	-56%	-$1.73M	﹤0.01%	394
2021 Q1	$2.82M	Buy	10,695 +100	+0.9%	+$21.8K	0.01%	290
2020 Q4	$2.16M	Sell	10,595 -25	-0.2%	-$4.7K	0.01%	306
2020 Q3	$1.92M	Sell	10,620 -25	-0.2%	-$4.33K	0.01%	311
2020 Q2	$1.59M	Hold	10,645	–	–	0.01%	339
2020 Q1	$1.35M	Sell	10,645 -695	-6%	-$106K	0.01%	339
2019 Q4	$1.74M	Sell	11,340 -5,450	-32%	-$800K	0.01%	342
2019 Q3	$2.23M	Sell	16,790 -375	-2%	-$46.7K	0.01%	317
2019 Q2	$2.09M	Buy	17,165 +500	+3%	+$59.8K	0.01%	325
2019 Q1	$1.93M	Sell	16,665 -360	-2%	-$38.9K	0.01%	345
2018 Q4	$1.63M	Buy	17,025 +6,280	+58%	+$638K	0.01%	367
2018 Q3	$1.22M	Buy	10,745 +6,250	+139%	+$712K	0.01%	438
2018 Q2	$476K	Hold	4,495	–	–	﹤0.01%	556
2018 Q1	$493K	Hold	4,495	–	–	﹤0.01%	535
2017 Q4	$472K	Sell	4,495 -52	-1%	-$5.55K	﹤0.01%	556
2017 Q3	$494K	Hold	4,547	–	–	﹤0.01%	540
2017 Q2	$475K	Buy	4,547 +52	+1%	+$4.88K	﹤0.01%	535
2017 Q1	$385K	Hold	4,495	–	–	﹤0.01%	567
2016 Q4	$381K	Hold	4,495	–	–	﹤0.01%	550
2016 Q3	$419K	Hold	4,495	–	–	﹤0.01%	547
2016 Q2	$404K	Sell	4,495 -605	-12%	-$55.1K	﹤0.01%	546
2016 Q1	$435K	Sell	5,100 -398	-7%	-$31K	﹤0.01%	523
2015 Q4	$410K	Sell	5,498 -4,252	-44%	-$363K	﹤0.01%	540
2015 Q3	$886K	Sell	9,750 -2,580	-21%	-$243K	0.01%	435
2015 Q2	$1.12M	Sell	12,330 -429	-3%	-$42.3K	0.01%	414
2015 Q1	$1.3M	Sell	12,759 -15	-0.1%	-$1.7K	0.01%	392
2014 Q4	$1.56M	Sell	12,774 -705	-5%	-$84.3K	0.01%	374
2014 Q3	$1.63M	Hold	13,479	–	–	0.01%	363
2014 Q2	$1.45M	Sell	13,479 -500	-4%	-$51.6K	0.01%	367
2014 Q1	$1.43M	Buy	13,979 +50	+0.4%	+$5.16K	0.01%	371
2013 Q4	$1.72M	Hold	13,929	–	–	0.01%	350
2013 Q3	$1.52M	Hold	13,929	–	–	0.01%	358
2013 Q2	$1.51M	Buy	+13,929	New	+$1.51M	0.01%	356

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

First Manhattan's KSU Position: Q4 2021 in Review

First Manhattan sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,325 shares — an estimated $899K sold.

First Manhattan first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $2.82M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

First Manhattan reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
First Manhattan sold 3,325 Kansas City Southern shares in Q4 2021, an estimated $899K.
First Manhattan first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
First Manhattan's Kansas City Southern position peaked at $2.82M in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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