Freedman Financial Associates’s Kansas City Southern KSU Stock Holding History

Freedman Financial Associates’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	-450	Closed	-$122K	–	493
2021 Q3	$122K	Hold	450	–	–	0.09%	99
2021 Q2	$128K	Hold	450	–	–	0.1%	94
2021 Q1	$119K	Hold	450	–	–	0.1%	91
2020 Q4	$92K	Buy	+450	New	+$84.5K	0.08%	102

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

Freedman Financial Associates's KSU Position: Q4 2021 in Review

Freedman Financial Associates sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 450 shares — an estimated $122K sold.

Freedman Financial Associates first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $128K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Freedman Financial Associates reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Freedman Financial Associates sold 450 Kansas City Southern shares in Q4 2021, an estimated $122K.
Freedman Financial Associates first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Freedman Financial Associates's Kansas City Southern position peaked at $128K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Freedman Financial Associates's 13F filing for Q4 2021, filed 14 Jan 2022.