Fortem Financial Group’s Kansas City Southern KSU Stock Holding History

Fortem Financial Group’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	-3,862	Closed	-$1.04M	–	183
2021 Q3	$1.04M	Buy	3,862 +17	+0.4%	+$4.73K	0.53%	66
2021 Q2	$1.09M	Buy	3,845 +341	+10%	+$98.4K	0.55%	69
2021 Q1	$925K	Sell	3,504 -76	-2%	-$16.5K	0.54%	70
2020 Q4	$731K	Sell	3,580 -70	-2%	-$13.1K	0.44%	77
2020 Q3	$660K	Buy	+3,650	New	+$632K	0.48%	76

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

Fortem Financial Group's KSU Position: Q4 2021 in Review

Fortem Financial Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,862 shares — an estimated $1.04M sold.

Fortem Financial Group first reported a position in KSU in Q3 2020 and held it in 5 quarters. The position peaked at $1.09M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Fortem Financial Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Fortem Financial Group sold 3,862 Kansas City Southern shares in Q4 2021, an estimated $1.04M.
Fortem Financial Group first reported a position in Kansas City Southern in Q3 2020 and held it in 5 quarters.
Fortem Financial Group's Kansas City Southern position peaked at $1.09M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Fortem Financial Group's 13F filing for Q4 2021, filed 20 Jan 2022.