HCA
KSU

Horan Capital Advisors’s Kansas City Southern KSU Stock Holding History

Horan Capital Advisors’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
Q4 		– Sell
-207
Closed -$37K – 301
2020
Q3 		$37K Buy
+207
New +$35.8K 0.02% 191
2020
Q1 		– Sell
-207
Closed -$32K – 274
2019
Q4 		$32K Hold
207
– – 0.02% 170
2019
Q3 		$28K Buy
+207
New +$25.8K 0.02% 181
2019
Q2 		– Sell
-207
Closed -$24K – 259
2019
Q1 		$24K Buy
+207
New +$22.4K 0.02% 181
2017
Q4 		– Sell
-207
Closed -$22K – 296
2017
Q3 		$22K Buy
+207
New +$21.7K 0.01% 213

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Horan Capital Advisors's KSU Position: Q4 2020 in Review

Horan Capital Advisors sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 207 shares — an estimated $37K sold.

Horan Capital Advisors first reported a position in KSU in Q3 2017 and held it in 5 quarters. The position peaked at $37K in Q3 2020. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Horan Capital Advisors reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 207 Kansas City Southern shares in Q4 2020, an estimated $37K.
  • Horan Capital Advisors first reported a position in Kansas City Southern in Q3 2017 and held it in 5 quarters.
  • Horan Capital Advisors's Kansas City Southern position peaked at $37K in Q3 2020.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.