Greenleaf Trust’s Kansas City Southern KSU Stock Holding History

Greenleaf Trust’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	-1,739	Closed	-$471K	–	789
2021 Q3	$471K	Buy	1,739 +31	+2%	+$8.63K	0.01%	410
2021 Q2	$484K	Buy	1,708 +72	+4%	+$20.8K	0.01%	397
2021 Q1	$432K	Buy	1,636 +419	+34%	+$91.1K	0.01%	423
2020 Q4	$248K	Buy	1,217 +56	+5%	+$10.5K	﹤0.01%	525
2020 Q3	$210K	Buy	+1,161	New	+$201K	﹤0.01%	513
2020 Q2	–	Sell	-2,320	Closed	-$295K	–	601
2020 Q1	$295K	Buy	+2,320	New	+$354K	0.01%	343

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

Greenleaf Trust's KSU Position: Q4 2021 in Review

Greenleaf Trust sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,739 shares — an estimated $471K sold.

Greenleaf Trust first reported a position in KSU in Q1 2020 and held it in 6 quarters. The position peaked at $484K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Greenleaf Trust reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Greenleaf Trust sold 1,739 Kansas City Southern shares in Q4 2021, an estimated $471K.
Greenleaf Trust first reported a position in Kansas City Southern in Q1 2020 and held it in 6 quarters.
Greenleaf Trust's Kansas City Southern position peaked at $484K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Greenleaf Trust's 13F filing for Q4 2021, filed 11 Feb 2022.