GDP
KSU

Great Diamond Partners’s Kansas City Southern KSU Stock Holding History

Great Diamond Partners’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
2020
Q1 		– Sell
-38
Closed -$5K – 664
2019
Q4 		$5K Buy
+38
New +$5.58K ﹤0.01% 607

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Boston Partners
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N
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Great Diamond Partners's KSU Position: Q1 2020 in Review

Great Diamond Partners sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 38 shares — an estimated $5K sold.

Great Diamond Partners first reported a position in KSU in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Great Diamond Partners reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 38 Kansas City Southern shares in Q1 2020, an estimated $5K.
  • Great Diamond Partners first reported a position in Kansas City Southern in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Kansas City Southern position peaked at $5K in Q4 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.