Global Financial Private Client’s Kansas City Southern KSU Stock Holding History

Global Financial Private Client’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	-3	Closed	-$831	–	654
2021 Q3	$831	Hold	3	–	–	﹤0.01%	541
2021 Q2	$854	Hold	3	–	–	﹤0.01%	547
2021 Q1	$801	Hold	3	–	–	﹤0.01%	522
2020 Q4	$612	Buy	+3	New	+$563	﹤0.01%	523

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

Global Financial Private Client's KSU Position: Q4 2021 in Review

Global Financial Private Client sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3 shares — an estimated $831 sold.

Global Financial Private Client first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $854 in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Global Financial Private Client reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Global Financial Private Client sold 3 Kansas City Southern shares in Q4 2021, an estimated $831.
Global Financial Private Client first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Global Financial Private Client's Kansas City Southern position peaked at $854 in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Global Financial Private Client's 13F filing for Q4 2021, filed 16 May 2024.