GIA
KSU

GHP Investment Advisors’s Kansas City Southern KSU Stock Holding History

GHP Investment 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
-21,355
Closed -$5.78M – 326
2021
Q3 		$5.78M Sell
21,355
-598
-3% -$167K 0.46% 86
2021
Q2 		$6.22M Buy
21,953
+133
+0.6% +$38.4K 0.5% 72
2021
Q1 		$5.76M Buy
21,820
+1,050
+5% +$228K 0.5% 72
2020
Q4 		$4.24M Buy
20,770
+2,027
+11% +$381K 0.4% 91
2020
Q3 		$3.39M Buy
18,743
+1,131
+6% +$196K 0.38% 95
2020
Q2 		$2.63M Buy
17,612
+1,661
+10% +$234K 0.33% 107
2020
Q1 		$2.03M Buy
15,951
+565
+4% +$86.2K 0.31% 106
2019
Q4 		$2.36M Buy
15,386
+1,994
+15% +$293K 0.25% 125
2019
Q3 		$1.78M Buy
13,392
+1,445
+12% +$180K 0.22% 138
2019
Q2 		$1.46M Buy
11,947
+9,388
+367% +$1.12M 0.18% 159
2019
Q1 		$297K Buy
+2,559
New +$276K 0.04% 273

Other funds holding KSU

Kovitz Investment Group Partners
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

GHP Investment Advisors's KSU Position: Q4 2021 in Review

GHP Investment Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 21,355 shares — an estimated $5.78M sold.

GHP Investment Advisors first reported a position in KSU in Q1 2019 and held it in 11 quarters. The position peaked at $6.22M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • GHP Investment Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • GHP Investment Advisors sold 21,355 Kansas City Southern shares in Q4 2021, an estimated $5.78M.
  • GHP Investment Advisors first reported a position in Kansas City Southern in Q1 2019 and held it in 11 quarters.
  • GHP Investment Advisors's Kansas City Southern position peaked at $6.22M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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