HFS
KSU

Hantz Financial Services’s Kansas City Southern KSU Stock Holding History

Hantz Financial Services’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
-74
Closed -$20K – 921
2021
Q3 		$20K Hold
74
– – ﹤0.01% 626
2021
Q2 		$21K Sell
74
-8
-10% -$2.31K ﹤0.01% 614
2021
Q1 		$22K Sell
82
-952
-92% -$207K ﹤0.01% 554
2020
Q4 		$211K Buy
1,034
+10
+1% +$1.88K 0.01% 398
2020
Q3 		$185K Buy
1,024
+7
+0.7% +$1.21K 0.01% 385
2020
Q2 		$152K Buy
+1,017
New +$143K 0.01% 386

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

Hantz Financial Services's KSU Position: Q4 2021 in Review

Hantz Financial Services sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 74 shares — an estimated $20K sold.

Hantz Financial Services first reported a position in KSU in Q2 2020 and held it in 6 quarters. The position peaked at $211K in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Hantz Financial Services reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Hantz Financial Services sold 74 Kansas City Southern shares in Q4 2021, an estimated $20K.
  • Hantz Financial Services first reported a position in Kansas City Southern in Q2 2020 and held it in 6 quarters.
  • Hantz Financial Services's Kansas City Southern position peaked at $211K in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Hantz Financial Services's 13F filing for Q4 2021, filed 24 Aug 2022.