HM Payson & Co’s Kansas City Southern KSU Stock Holding History

HM Payson & Co’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	-251	Closed	-$68K	–	1202
2021 Q3	$68K	Hold	251	–	–	﹤0.01%	543
2021 Q2	$71K	Hold	251	–	–	﹤0.01%	534
2021 Q1	$66K	Buy	251 +6	+2%	+$1.3K	﹤0.01%	557
2020 Q4	$50K	Hold	245	–	–	﹤0.01%	608
2020 Q3	$44K	Buy	245 +45	+23%	+$7.79K	﹤0.01%	589
2020 Q2	$30K	Hold	200	–	–	﹤0.01%	604
2020 Q1	$25K	Hold	200	–	–	﹤0.01%	605
2019 Q4	$31K	Hold	200	–	–	﹤0.01%	660
2019 Q3	$27K	Sell	200 -60	-23%	-$7.48K	﹤0.01%	687
2019 Q2	$32K	Buy	+260	New	+$31.1K	﹤0.01%	672

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

HM Payson & Co's KSU Position: Q4 2021 in Review

HM Payson & Co sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 251 shares — an estimated $68K sold.

HM Payson & Co first reported a position in KSU in Q2 2019 and held it in 10 quarters. The position peaked at $71K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

HM Payson & Co reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
HM Payson & Co sold 251 Kansas City Southern shares in Q4 2021, an estimated $68K.
HM Payson & Co first reported a position in Kansas City Southern in Q2 2019 and held it in 10 quarters.
HM Payson & Co's Kansas City Southern position peaked at $71K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on HM Payson & Co's 13F filing for Q4 2021, filed 15 Feb 2022.