HSBC Holdings’s Kansas City Southern KSU Stock Holding History

HSBC Holdings’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 Q1	–	Sell	-7,800	Closed	-$1.59M	–	3274
2020 Q4	$1.59M	Buy	7,800 +4,900	+169%	+$920K	﹤0.01%	1431
2020 Q3	$532K	Buy	+2,900	New	+$502K	﹤0.01%	1896
2020 Q2	–	Sell	-100	Closed	-$13K	–	2933
2020 Q1	$13K	Buy	+100	New	+$15.3K	﹤0.01%	2640
2019 Q1	–	Sell	-3,600	Closed	-$344K	–	2947
2018 Q4	$344K	Hold	3,600	–	–	﹤0.01%	2250
2018 Q3	$408K	Hold	3,600	–	–	﹤0.01%	2109
2018 Q2	$381K	Hold	3,600	–	–	﹤0.01%	2180
2018 Q1	$395K	Buy	+3,600	New	+$390K	﹤0.01%	2063

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

HSBC Holdings's KSU Position: Q4 2021 in Review

HSBC Holdings sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 66,239 shares — an estimated $18M sold.

HSBC Holdings first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $41.3M in Q1 2017. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

HSBC Holdings reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
HSBC Holdings sold 66,239 Kansas City Southern shares in Q4 2021, an estimated $18M.
HSBC Holdings first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
HSBC Holdings's Kansas City Southern position peaked at $41.3M in Q1 2017.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on HSBC Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.