IAM
KSU

Impala Asset Management’s Kansas City Southern KSU Stock Holding History

Impala Asset 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
2020
Q4 		– Sell
-403,764
Closed -$73M – 68
2020
Q3 		$73M Buy
403,764
+101,272
+33% +$17.5M 7.36% 3
2020
Q2 		$45.2M Sell
302,492
-198,682
-40% -$27.9M 5.17% 5
2020
Q1 		$63.7M Buy
501,174
+453,674
+955% +$69.2M 8.58% 3
2019
Q4 		$7.28M Buy
47,500
+32,900
+225% +$4.83M 0.55% 28
2019
Q3 		$1.94M Buy
+14,600
New +$1.82M 0.14% 35
2018
Q2 		– Sell
-495,488
Closed -$54.4M – 78
2018
Q1 		$54.4M Buy
495,488
+167,958
+51% +$18.2M 2.43% 12
2017
Q4 		$34.5M Sell
327,530
-130,823
-29% -$14M 1.22% 23
2017
Q3 		$49.8M Buy
458,353
+448,865
+4,731% +$47.1M 2.23% 14
2017
Q2 		$993K Sell
9,488
-118,313
-93% -$11.1M 0.05% 57
2017
Q1 		$11M Buy
+127,801
New +$11M 0.51% 47
2016
Q4 		– Sell
-541,906
Closed -$50.6M – 79
2016
Q3 		$50.6M Sell
541,906
-43,041
-7% -$4.08M 3.34% 8
2016
Q2 		$52.7M Buy
584,947
+47,852
+9% +$4.36M 3.8% 8
2016
Q1 		$45.9M Buy
+537,095
New +$41.9M 2.99% 10

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impala Asset Management's KSU Position: Q4 2020 in Review

Impala Asset Management sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 403,764 shares — an estimated $73M sold.

Impala Asset Management first reported a position in KSU in Q1 2016 and held it in 13 quarters. The position peaked at $73M in Q3 2020. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Impala Asset Management reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Impala Asset Management sold 403,764 Kansas City Southern shares in Q4 2020, an estimated $73M.
  • Impala Asset Management first reported a position in Kansas City Southern in Q1 2016 and held it in 13 quarters.
  • Impala Asset Management's Kansas City Southern position peaked at $73M in Q3 2020.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Impala Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.