Geneva Partners’s Kansas City Southern KSU Stock Holding History

Geneva Partners’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	-2,000	Closed	-$425K	–	112
2021 Q3	$425K	Hold	2,000	–	–	0.2%	70
2021 Q2	$567K	Hold	2,000	–	–	0.26%	70
2021 Q1	$528K	Hold	2,000	–	–	0.27%	63
2020 Q4	$408K	Sell	2,000 -1,085	-35%	-$204K	0.22%	79
2020 Q3	$558K	Buy	+3,085	New	+$534K	0.34%	55

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

Geneva Partners's KSU Position: Q4 2021 in Review

Geneva Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,000 shares — an estimated $425K sold.

Geneva Partners first reported a position in KSU in Q3 2020 and held it in 5 quarters. The position peaked at $567K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Geneva Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Geneva Partners sold 2,000 Kansas City Southern shares in Q4 2021, an estimated $425K.
Geneva Partners first reported a position in Kansas City Southern in Q3 2020 and held it in 5 quarters.
Geneva Partners's Kansas City Southern position peaked at $567K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Geneva Partners's 13F filing for Q4 2021, filed 31 Jan 2022.