Guggenheim Capital’s Kansas City Southern KSU Stock Holding History

Guggenheim Capital’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
2014 Q2	–	Sell	-15,300	Closed	-$1.56M	–	3329
2014 Q1	$1.56M	Buy	+15,300	New	+$1.58M	﹤0.01%	1958

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

Guggenheim Capital's KSU Position: Q4 2021 in Review

Guggenheim Capital sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 20,344 shares — an estimated $5.51M sold.

Guggenheim Capital first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $44.6M in Q4 2013. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Guggenheim Capital reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Guggenheim Capital sold 20,344 Kansas City Southern shares in Q4 2021, an estimated $5.51M.
Guggenheim Capital first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
Guggenheim Capital's Kansas City Southern position peaked at $44.6M in Q4 2013.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Guggenheim Capital's 13F filing for Q4 2021, filed 14 Feb 2022.