Harbour Investments’s Kansas City Southern KSU Stock Holding History

Harbour Investments’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	-1,186	Closed	-$321K	–	4011
2021 Q3	$321K	Buy	1,186 +65	+6%	+$18.1K	0.01%	817
2021 Q2	$318K	Sell	1,121 -54	-5%	-$15.6K	0.01%	852
2021 Q1	$310K	Buy	+1,175	New	+$256K	0.01%	789

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

Harbour Investments's KSU Position: Q4 2021 in Review

Harbour Investments sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,186 shares — an estimated $321K sold.

Harbour Investments first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $321K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Harbour Investments reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Harbour Investments sold 1,186 Kansas City Southern shares in Q4 2021, an estimated $321K.
Harbour Investments first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Harbour Investments's Kansas City Southern position peaked at $321K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.