IEQ Capital’s Kansas City Southern KSU Stock Holding History

IEQ Capital’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	-1,269	Closed	-$343K	–	768
2021 Q3	$343K	Buy	1,269 +281	+28%	+$78.2K	0.01%	525
2021 Q2	$280K	Buy	988 +190	+24%	+$54.8K	0.01%	485
2021 Q1	$211K	Buy	+798	New	+$174K	0.01%	453

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

IEQ Capital's KSU Position: Q4 2021 in Review

IEQ Capital sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,269 shares — an estimated $343K sold.

IEQ Capital first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $343K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

IEQ Capital reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
IEQ Capital sold 1,269 Kansas City Southern shares in Q4 2021, an estimated $343K.
IEQ Capital first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
IEQ Capital's Kansas City Southern position peaked at $343K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on IEQ Capital's 13F filing for Q4 2021, filed 31 Jan 2022.