GIM
KSU

Goelzer Investment Management’s Kansas City Southern KSU Stock Holding History

Goelzer Investment Management’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
Q3 		– Sell
-7,093
Closed -$2.01M – 220
2021
Q2 		$2.01M Buy
7,093
+200
+3% +$57.7K 0.17% 146
2021
Q1 		$1.82M Sell
6,893
-126
-2% -$27.4K 0.16% 147
2020
Q4 		$1.43M Buy
+7,019
New +$1.32M 0.13% 149

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goelzer Investment Management's KSU Position: Q3 2021 in Review

Goelzer Investment Management sold out of Kansas City Southern (KSU) in Q3 2021, closing a stake of 7,093 shares — an estimated $2.01M sold.

Goelzer Investment Management first reported a position in KSU in Q4 2020 and held it in 3 quarters. The position peaked at $2.01M in Q2 2021. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

  • Goelzer Investment Management reported no remaining Kansas City Southern position as of Q3 2021 after selling out during the quarter.
  • Goelzer Investment Management sold 7,093 Kansas City Southern shares in Q3 2021, an estimated $2.01M.
  • Goelzer Investment Management first reported a position in Kansas City Southern in Q4 2020 and held it in 3 quarters.
  • Goelzer Investment Management's Kansas City Southern position peaked at $2.01M in Q2 2021.
  • 733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on Goelzer Investment Management's 13F filing for Q3 2021, filed 29 Oct 2021.