Garrison Point Advisors’s Kansas City Southern KSU Stock Holding History

Garrison Point Advisors’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	-1,500	Closed	-$406K	–	157
2021 Q3	$406K	Hold	1,500	–	–	0.3%	104
2021 Q2	$425K	Hold	1,500	–	–	0.31%	98
2021 Q1	$396K	Hold	1,500	–	–	0.31%	100
2020 Q4	$306K	Hold	1,500	–	–	0.25%	108
2020 Q3	$271K	Hold	1,500	–	–	0.25%	106
2020 Q2	$224K	Buy	+1,500	New	+$211K	0.22%	113
2020 Q1	–	Sell	-1,500	Closed	-$230K	–	129
2019 Q4	$230K	Buy	+1,500	New	+$220K	0.21%	118

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

Garrison Point Advisors's KSU Position: Q4 2021 in Review

Garrison Point Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,500 shares — an estimated $406K sold.

Garrison Point Advisors first reported a position in KSU in Q4 2019 and held it in 7 quarters. The position peaked at $425K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Garrison Point Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Garrison Point Advisors sold 1,500 Kansas City Southern shares in Q4 2021, an estimated $406K.
Garrison Point Advisors first reported a position in Kansas City Southern in Q4 2019 and held it in 7 quarters.
Garrison Point Advisors's Kansas City Southern position peaked at $425K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Garrison Point Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.