Hunter Associates Investment Management’s Kansas City Southern KSU Stock Holding History

Hunter Associates Investment Management’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 Q2	–	Sell	-950	Closed	-$251K	–	207
2021 Q1	$251K	Sell	950 -12,319	-93%	-$2.68M	0.06%	182
2020 Q4	$2.71M	Sell	13,269 -200	-1%	-$37.6K	0.67%	39
2020 Q3	$2.44M	Sell	13,469 -2,300	-15%	-$398K	0.68%	37
2020 Q2	$2.35M	Buy	15,769 +1,750	+12%	+$246K	0.7%	36
2020 Q1	$1.78M	Sell	14,019 -675	-5%	-$103K	0.69%	35
2019 Q4	$2.25M	Buy	14,694 +450	+3%	+$66K	0.7%	35
2019 Q3	$1.9M	Buy	14,244 +60	+0.4%	+$7.48K	0.65%	39
2019 Q2	$1.73M	Buy	14,184 +500	+4%	+$59.8K	0.59%	45
2019 Q1	$1.59M	Buy	13,684 +2,790	+26%	+$301K	0.56%	49
2018 Q4	$1.04M	Buy	10,894 +1,000	+10%	+$102K	0.42%	56
2018 Q3	$1.12M	Buy	9,894 +769	+8%	+$87.6K	0.39%	63
2018 Q2	$967K	Buy	9,125 +3,700	+68%	+$402K	0.35%	65
2018 Q1	$596K	Buy	+5,425	New	+$588K	0.22%	86

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hunter Associates Investment Management's KSU Position: Q2 2021 in Review

Hunter Associates Investment Management sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 950 shares — an estimated $251K sold.

Hunter Associates Investment Management first reported a position in KSU in Q1 2018 and held it in 13 quarters. The position peaked at $2.71M in Q4 2020. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

Hunter Associates Investment Management reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
Hunter Associates Investment Management sold 950 Kansas City Southern shares in Q2 2021, an estimated $251K.
Hunter Associates Investment Management first reported a position in Kansas City Southern in Q1 2018 and held it in 13 quarters.
Hunter Associates Investment Management's Kansas City Southern position peaked at $2.71M in Q4 2020.
775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Hunter Associates Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.