FC
KSU

FORA Capital’s Kansas City Southern KSU Stock Holding History

FORA Capital’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
Q3 		– Sell
-3,679
Closed -$1.04M – 988
2021
Q2 		$1.04M Sell
3,679
-9,515
-72% -$2.75M 0.19% 135
2021
Q1 		$3.48M Buy
13,194
+5,369
+69% +$1.17M 1.14% 14
2020
Q4 		$1.6M Buy
7,825
+5,042
+181% +$947K 0.24% 99
2020
Q3 		$503K Buy
2,783
+2,500
+883% +$433K 0.33% 63
2020
Q2 		$42K Buy
+283
New +$39.8K 0.01% 676
2020
Q1 		– Sell
-2,492
Closed -$382K – 1441
2019
Q4 		$382K Buy
+2,492
New +$366K 0.04% 462

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FORA Capital's KSU Position: Q3 2021 in Review

FORA Capital sold out of Kansas City Southern (KSU) in Q3 2021, closing a stake of 3,679 shares — an estimated $1.04M sold.

FORA Capital first reported a position in KSU in Q4 2019 and held it in 6 quarters. The position peaked at $3.48M in Q1 2021. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

  • FORA Capital reported no remaining Kansas City Southern position as of Q3 2021 after selling out during the quarter.
  • FORA Capital sold 3,679 Kansas City Southern shares in Q3 2021, an estimated $1.04M.
  • FORA Capital first reported a position in Kansas City Southern in Q4 2019 and held it in 6 quarters.
  • FORA Capital's Kansas City Southern position peaked at $3.48M in Q1 2021.
  • 733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.