Freestone Capital Holdings’s Kansas City Southern KSU Stock Holding History

Freestone Capital Holdings’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	-1,271	Closed	-$344K	–	530
2021 Q3	$344K	Buy	1,271 +153	+14%	+$42.6K	0.02%	327
2021 Q2	$317K	Sell	1,118 -546	-33%	-$158K	0.02%	331
2021 Q1	$439K	Buy	1,664 +135	+9%	+$29.4K	0.02%	281
2020 Q4	$312K	Buy	1,529 +148	+11%	+$27.8K	0.02%	281
2020 Q3	$250K	Buy	+1,381	New	+$239K	0.02%	295
2020 Q2	–	Sell	-3,424	Closed	-$435	–	404
2020 Q1	$435	Buy	+3,424	New	+$522K	0.01%	265
2019 Q3	–	Sell	-3,249	Closed	-$396	–	391
2019 Q2	$396	Buy	+3,249	New	+$389K	0.01%	298

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

Freestone Capital Holdings's KSU Position: Q4 2021 in Review

Freestone Capital Holdings sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,271 shares — an estimated $344K sold.

Freestone Capital Holdings first reported a position in KSU in Q2 2019 and held it in 7 quarters. The position peaked at $439K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Freestone Capital Holdings reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Freestone Capital Holdings sold 1,271 Kansas City Southern shares in Q4 2021, an estimated $344K.
Freestone Capital Holdings first reported a position in Kansas City Southern in Q2 2019 and held it in 7 quarters.
Freestone Capital Holdings's Kansas City Southern position peaked at $439K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Freestone Capital Holdings's 13F filing for Q4 2021, filed 14 Feb 2022.