Inscription Capital’s Kansas City Southern KSU Stock Holding History

Inscription 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	-1,381	Closed	-$374K	–	232
2021 Q3	$374K	Buy	+1,381	New	+$385K	0.12%	150
2021 Q2	–	Sell	-1,381	Closed	-$365K	–	401
2021 Q1	$365K	Sell	1,381 -30	-2%	-$6.53K	0.12%	137
2020 Q4	$289K	Sell	1,411 -30	-2%	-$5.63K	0.11%	139
2020 Q3	$261K	Buy	1,441 +60	+4%	+$10.4K	0.12%	135
2020 Q2	$207K	Buy	+1,381	New	+$194K	0.11%	130
2020 Q1	–	Sell	-1,381	Closed	-$212K	–	164
2019 Q4	$212K	Buy	+1,381	New	+$203K	0.09%	144
2019 Q2	–	Sell	-1,616	Closed	-$188K	–	248
2019 Q1	$188K	Sell	1,616 -1,139	-41%	-$123K	0.1%	121
2018 Q4	$264K	Buy	+2,755	New	+$280K	0.15%	106

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

Inscription Capital's KSU Position: Q4 2021 in Review

Inscription Capital sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,381 shares — an estimated $374K sold.

Inscription Capital first reported a position in KSU in Q4 2018 and held it in 8 quarters. The position peaked at $374K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Inscription Capital reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Inscription Capital sold 1,381 Kansas City Southern shares in Q4 2021, an estimated $374K.
Inscription Capital first reported a position in Kansas City Southern in Q4 2018 and held it in 8 quarters.
Inscription Capital's Kansas City Southern position peaked at $374K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Inscription Capital's 13F filing for Q4 2021, filed 10 Feb 2022.