First Trust Capital Management’s Kansas City Southern KSU Stock Holding History

First Trust Capital 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	-155,948	Closed	-$42.2M	–	298
2021 Q3	$42.2M	Buy	155,948 +94,864	+155%	+$26.4M	6.4%	1
2021 Q2	$17.3M	Buy	+61,084	New	+$17.6M	2.58%	9

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 Trust Capital Management's KSU Position: Q4 2021 in Review

First Trust Capital Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 155,948 shares — an estimated $42.2M sold.

First Trust Capital Management first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $42.2M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

First Trust Capital Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
First Trust Capital Management sold 155,948 Kansas City Southern shares in Q4 2021, an estimated $42.2M.
First Trust Capital Management first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
First Trust Capital Management's Kansas City Southern position peaked at $42.2M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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