FI
KSU

FormulaFolio Investments’s Kansas City Southern KSU Stock Holding History

FormulaFolio 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
Q1 		– Sell
-3,562
Closed -$727K – 853
2020
Q4 		$727K Buy
3,562
+1,806
+103% +$339K 0.02% 377
2020
Q3 		$318K Buy
1,756
+77
+5% +$13.3K 0.01% 249
2020
Q2 		$251K Hold
1,679
– – 0.01% 252
2020
Q1 		$214K Hold
1,679
– – 0.01% 264
2019
Q4 		$257K Sell
1,679
-72
-4% -$10.6K 0.01% 326
2019
Q3 		$233K Hold
1,751
– – 0.01% 308
2019
Q2 		$213K Buy
+1,751
New +$210K 0.01% 300
2018
Q2 		– Sell
-9,274
Closed -$1.02M – 335
2018
Q1 		$1.02M Buy
+9,274
New +$1M 0.06% 105

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's KSU Position: Q1 2021 in Review

FormulaFolio Investments sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 3,562 shares — an estimated $727K sold.

FormulaFolio Investments first reported a position in KSU in Q1 2018 and held it in 8 quarters. The position peaked at $1.02M in Q1 2018. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • FormulaFolio Investments reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 3,562 Kansas City Southern shares in Q1 2021, an estimated $727K.
  • FormulaFolio Investments first reported a position in Kansas City Southern in Q1 2018 and held it in 8 quarters.
  • FormulaFolio Investments's Kansas City Southern position peaked at $1.02M in Q1 2018.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.