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KSU

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

Horizon 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
2018
Q4 		– Sell
-44,665
Closed -$5.06M – 100
2018
Q3 		$5.06M Sell
44,665
-3,939
-8% -$449K 2.64% 8
2018
Q2 		$5.15M Buy
48,604
+3,402
+8% +$370K 2.56% 9
2018
Q1 		$4.96M Buy
+45,202
New +$4.9M 2.24% 19

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horizon Investment Services's KSU Position: Q4 2018 in Review

Horizon Investment Services sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 44,665 shares — an estimated $5.06M sold.

Horizon Investment Services first reported a position in KSU in Q1 2018 and held it in 3 quarters. The position peaked at $5.15M in Q2 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Horizon Investment Services reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Horizon Investment Services sold 44,665 Kansas City Southern shares in Q4 2018, an estimated $5.06M.
  • Horizon Investment Services first reported a position in Kansas City Southern in Q1 2018 and held it in 3 quarters.
  • Horizon Investment Services's Kansas City Southern position peaked at $5.15M in Q2 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Horizon Investment Services's 13F filing for Q4 2018, filed 14 Feb 2019.