GGI
KSU

GPM Growth Investors’s Kansas City Southern KSU Stock Holding History

GPM Growth Investors’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
-12,967
Closed -$3.51M – 41
2021
Q3 		$3.51M Sell
12,967
-15,934
-55% -$4.44M 1.85% 25
2021
Q2 		$8.19M Sell
28,901
-588
-2% -$170K 4.3% 6
2021
Q1 		$7.78M Buy
29,489
+104
+0.4% +$22.6K 4.45% 7
2020
Q4 		$6M Buy
29,385
+119
+0.4% +$22.3K 3.69% 8
2020
Q3 		$5.29M Sell
29,266
-769
-3% -$133K 3.59% 9
2020
Q2 		$4.48M Buy
30,035
+1,771
+6% +$249K 3.34% 9
2020
Q1 		$3.6M Sell
28,264
-676
-2% -$103K 3.13% 13
2019
Q4 		$4.43M Buy
+28,940
New +$4.25M 3.21% 14

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

GPM Growth Investors's KSU Position: Q4 2021 in Review

GPM Growth Investors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 12,967 shares — an estimated $3.51M sold.

GPM Growth Investors first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $8.19M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • GPM Growth Investors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • GPM Growth Investors sold 12,967 Kansas City Southern shares in Q4 2021, an estimated $3.51M.
  • GPM Growth Investors first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
  • GPM Growth Investors's Kansas City Southern position peaked at $8.19M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on GPM Growth Investors's 13F filing for Q4 2021, filed 18 Jan 2022.