Harbor Investment Advisory’s Kansas City Southern KSU Stock Holding History

Harbor Investment Advisory’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	-210	Closed	-$57K	–	1399
2021 Q3	$57K	Hold	210	–	–	0.01%	707
2021 Q2	$60K	Hold	210	–	–	0.01%	663
2021 Q1	$55K	Sell	210 -25	-11%	-$5.44K	0.01%	657
2020 Q4	$48K	Hold	235	–	–	0.01%	637
2020 Q3	$42K	Sell	235 -25	-10%	-$4.33K	0.01%	552
2020 Q2	$39K	Hold	260	–	–	0.01%	491
2020 Q1	$33K	Sell	260 -25	-9%	-$3.81K	0.01%	478
2019 Q4	$44K	Buy	+285	New	+$41.8K	0.01%	439

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

Harbor Investment Advisory's KSU Position: Q4 2021 in Review

Harbor Investment Advisory sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 210 shares — an estimated $57K sold.

Harbor Investment Advisory first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $60K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Harbor Investment Advisory reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Harbor Investment Advisory sold 210 Kansas City Southern shares in Q4 2021, an estimated $57K.
Harbor Investment Advisory first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
Harbor Investment Advisory's Kansas City Southern position peaked at $60K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Harbor Investment Advisory's 13F filing for Q4 2021, filed 10 Jan 2022.