Gates Foundation Trust’s Kansas City Southern KSU Stock Holding History

Gates Foundation Trust’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	-2,190,000	Closed	-$593M	–	24
2021 Q3	$593M	Buy	+2,190,000	New	+$610M	2.56%	9

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Gates Foundation Trust's KSU Position: Q4 2021 in Review

Gates Foundation Trust sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,190,000 shares — an estimated $593M sold.

Gates Foundation Trust first reported a position in KSU in Q3 2021 and held it in 1 quarter. The position peaked at $593M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Gates Foundation Trust reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Gates Foundation Trust sold 2,190,000 Kansas City Southern shares in Q4 2021, an estimated $593M.
Gates Foundation Trust first reported a position in Kansas City Southern in Q3 2021 and held it in 1 quarter.
Gates Foundation Trust's Kansas City Southern position peaked at $593M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Gates Foundation Trust's 13F filing for Q4 2021, filed 14 Feb 2022.