HI
KSU

Horizon Investments’s Kansas City Southern KSU Stock Holding History

Horizon 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
2020
Q3 		– Sell
-7,086
Closed -$1.06M – 467
2020
Q2 		$1.06M Buy
+7,086
New +$996K 0.03% 233
2020
Q1 		– Sell
-5,117
Closed -$784K – 518
2019
Q4 		$784K Buy
5,117
+3,574
+232% +$525K 0.03% 197
2019
Q3 		$205K Sell
1,543
-2,429
-61% -$303K 0.01% 378
2019
Q2 		$484K Buy
+3,972
New +$475K 0.01% 259

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 $37.4B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Horizon Investments's KSU Position: Q3 2020 in Review

Horizon Investments sold out of Kansas City Southern (KSU) in Q3 2020, closing a stake of 7,086 shares — an estimated $1.06M sold.

Horizon Investments first reported a position in KSU in Q2 2019 and held it in 4 quarters. The position peaked at $1.06M in Q2 2020. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Horizon Investments reported no remaining Kansas City Southern position as of Q3 2020 after selling out during the quarter.
  • Horizon Investments sold 7,086 Kansas City Southern shares in Q3 2020, an estimated $1.06M.
  • Horizon Investments first reported a position in Kansas City Southern in Q2 2019 and held it in 4 quarters.
  • Horizon Investments's Kansas City Southern position peaked at $1.06M in Q2 2020.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Horizon Investments's 13F filing for Q3 2020, filed 16 Nov 2020.