FAM
KSU

Fulcrum Asset Management’s Kansas City Southern KSU Stock Holding History

Fulcrum Asset Management’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
Q3 		– Hold
0
– – – 56
2021
Q1 		– Hold
0
– – – 42
2020
Q4 		– Hold
0
– – – 135
2020
Q3 		– Sell
-2,091
Closed -$334K – 201
2020
Q2 		$334K Buy
+2,091
New +$294K 0.11% 137

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fulcrum Asset Management's KSU Position: Q3 2021 in Review

Fulcrum Asset Management held its Kansas City Southern (KSU) position steady in Q3 2021 at 0 shares worth $1.15M. The position accounts for 0.57% of the portfolio, ranked #56.

Fulcrum Asset Management first reported a position in KSU in Q2 2020 and has held it in 1 quarter since. The position peaked at $334K in Q2 2020. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

  • Fulcrum Asset Management held 0 shares of Kansas City Southern worth $1.15M as of Q3 2021.
  • Fulcrum Asset Management left its Kansas City Southern share count unchanged in Q3 2021.
  • Kansas City Southern made up 0.57% of Fulcrum Asset Management's portfolio in Q3 2021, its #56 holding.
  • Fulcrum Asset Management first reported a position in Kansas City Southern in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's Kansas City Southern position peaked at $334K in Q2 2020.
  • 733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on Fulcrum Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.