Grantham, Mayo, Van Otterloo & Co (GMO)
KSU

Grantham, Mayo, Van Otterloo & Co (GMO)’s Kansas City Southern KSU Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
-358,185
Closed -$96.9M – 762
2021
Q3 		$96.9M Sell
358,185
-153,041
-30% -$42.6M 0.48% 43
2021
Q2 		$145M Buy
511,226
+367,482
+256% +$106M 0.72% 34
2021
Q1 		$37.9M Buy
+143,744
New +$31.3M 0.21% 75
2014
Q1 		– Sell
-21,851
Closed -$2.71M – 665
2013
Q4 		$2.71M Sell
21,851
-4,149
-16% -$497K 0.01% 376
2013
Q3 		$2.84M Buy
26,000
+3,600
+16% +$396K 0.01% 379
2013
Q2 		$2.37M Buy
+22,400
New +$2.44M 0.01% 382

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s KSU Position: Q4 2021 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 358,185 shares — an estimated $96.9M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in KSU in Q2 2013 and held it in 6 quarters. The position peaked at $145M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 358,185 Kansas City Southern shares in Q4 2021, an estimated $96.9M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Kansas City Southern in Q2 2013 and held it in 6 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Kansas City Southern position peaked at $145M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q4 2021, filed 11 Feb 2022.