HIS
KSU

Harvest Investment Services’s Kansas City Southern KSU Stock Holding History

Harvest Investment 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
2020
Q1 		– Sell
-1,740
Closed -$266K – 183
2019
Q4 		$266K Buy
+1,740
New +$255K 0.14% 130

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Harvest Investment Services's KSU Position: Q1 2020 in Review

Harvest Investment Services sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 1,740 shares — an estimated $266K sold.

Harvest Investment Services first reported a position in KSU in Q4 2019 and held it in 1 quarter. The position peaked at $266K in Q4 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Harvest Investment Services reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Harvest Investment Services sold 1,740 Kansas City Southern shares in Q1 2020, an estimated $266K.
  • Harvest Investment Services first reported a position in Kansas City Southern in Q4 2019 and held it in 1 quarter.
  • Harvest Investment Services's Kansas City Southern position peaked at $266K in Q4 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Harvest Investment Services's 13F filing for Q1 2020, filed 21 Apr 2020.