GEA
KSU

Glen Eagle Advisors’s Kansas City Southern KSU Stock Holding History

Glen Eagle 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
-245
Closed -$66.3K – 1112
2021
Q3 		$66.3K Sell
245
-3
-1% -$835 0.02% 331
2021
Q2 		$70.3K Sell
248
-17
-6% -$4.91K 0.02% 316
2021
Q1 		$69.9K Buy
265
+115
+77% +$25K 0.02% 295
2020
Q4 		$30.6K Hold
150
– – 0.01% 413
2020
Q3 		$27.1K Hold
150
– – 0.01% 407
2020
Q2 		$22.4K Hold
150
– – 0.01% 422
2020
Q1 		$19.1K Hold
150
– – 0.01% 407
2019
Q4 		$23K Buy
+150
New +$22K 0.01% 440

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

Glen Eagle Advisors's KSU Position: Q4 2021 in Review

Glen Eagle Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 245 shares — an estimated $66.3K sold.

Glen Eagle Advisors first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $70.3K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Glen Eagle Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Glen Eagle Advisors sold 245 Kansas City Southern shares in Q4 2021, an estimated $66.3K.
  • Glen Eagle Advisors first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
  • Glen Eagle Advisors's Kansas City Southern position peaked at $70.3K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Glen Eagle Advisors's 13F filing for Q4 2021, filed 13 Aug 2024.