Forte Capital’s Kansas City Southern KSU Stock Holding History

Forte 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 Q4	–	Sell	-1,113	Closed	-$301K	–	234
2021 Q3	$301K	Hold	1,113	–	–	0.04%	179
2021 Q2	$315K	Buy	1,113 +100	+10%	+$28.9K	0.04%	177
2021 Q1	$267K	Hold	1,013	–	–	0.04%	182
2020 Q4	$207K	Buy	+1,013	New	+$190K	0.03%	190

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

Forte Capital's KSU Position: Q4 2021 in Review

Forte Capital sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,113 shares — an estimated $301K sold.

Forte Capital first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $315K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Forte Capital reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Forte Capital sold 1,113 Kansas City Southern shares in Q4 2021, an estimated $301K.
Forte Capital first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Forte Capital's Kansas City Southern position peaked at $315K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Forte Capital's 13F filing for Q4 2021, filed 20 Jan 2022.