HPCM
KSU

Hunter Perkins Capital Management’s Kansas City Southern KSU Stock Holding History

Hunter Perkins Capital 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
Q4 		– Sell
-77,475
Closed -$21M – 92
2021
Q3 		$21M Hold
77,475
– – 4.26% 4
2021
Q2 		$22M Sell
77,475
-2,482
-3% -$716K 4.08% 6
2021
Q1 		$21.1M Sell
79,957
-1,625
-2% -$353K 4.26% 6
2020
Q4 		$16.7M Sell
81,582
-10,993
-12% -$2.06M 2.95% 9
2020
Q3 		$16.8M Sell
92,575
-150
-0.2% -$26K 4.33% 8
2020
Q2 		$13.9M Buy
+92,725
New +$13M 4% 10

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

Hunter Perkins Capital Management's KSU Position: Q4 2021 in Review

Hunter Perkins Capital Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 77,475 shares — an estimated $21M sold.

Hunter Perkins Capital Management first reported a position in KSU in Q2 2020 and held it in 6 quarters. The position peaked at $22M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Hunter Perkins Capital Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 77,475 Kansas City Southern shares in Q4 2021, an estimated $21M.
  • Hunter Perkins Capital Management first reported a position in Kansas City Southern in Q2 2020 and held it in 6 quarters.
  • Hunter Perkins Capital Management's Kansas City Southern position peaked at $22M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Hunter Perkins Capital Management's 13F filing for Q4 2021, filed 27 Jan 2022.