HR
KSU

Howe & Rusling’s Kansas City Southern KSU Stock Holding History

Howe & Rusling’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
-635
Closed -$172K – 1094
2021
Q3 		$172K Sell
635
-73
-10% -$20.3K 0.02% 204
2021
Q2 		$201K Sell
708
-6,771
-91% -$1.95M 0.03% 185
2021
Q1 		$1.97M Buy
7,479
+7,408
+10,434% +$1.61M 0.27% 79
2020
Q4 		$14K Sell
71
-2
-3% -$376 ﹤0.01% 447
2020
Q3 		$13K Sell
73
-8
-10% -$1.39K ﹤0.01% 406
2020
Q2 		$12K Buy
81
+35
+76% +$4.92K ﹤0.01% 415
2020
Q1 		$6K Buy
46
+18
+64% +$2.75K ﹤0.01% 496
2019
Q4 		$4K Sell
28
-13
-32% -$1.91K ﹤0.01% 601
2019
Q3 		$5K Buy
41
+20
+95% +$2.49K ﹤0.01% 573
2019
Q2 		$3K Buy
21
+10
+91% +$1.2K ﹤0.01% 638
2019
Q1 		$1K Buy
+11
New +$1.19K ﹤0.01% 789
2018
Q1 		– Sell
-1,196
Closed -$126K – 1018
2017
Q4 		$126K Hold
1,196
– – 0.02% 219
2017
Q3 		$130K Buy
+1,196
New +$125K 0.02% 213
2014
Q2 		– Sell
-128
Closed -$13K – 950
2014
Q1 		$13K Buy
+128
New +$13.2K ﹤0.01% 535

Other funds holding KSU

Kovitz Investment Group Partners
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

Howe & Rusling's KSU Position: Q4 2021 in Review

Howe & Rusling sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 635 shares — an estimated $172K sold.

Howe & Rusling first reported a position in KSU in Q1 2014 and held it in 14 quarters. The position peaked at $1.97M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Howe & Rusling reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Howe & Rusling sold 635 Kansas City Southern shares in Q4 2021, an estimated $172K.
  • Howe & Rusling first reported a position in Kansas City Southern in Q1 2014 and held it in 14 quarters.
  • Howe & Rusling's Kansas City Southern position peaked at $1.97M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.