Insight Advisors’s Kansas City Southern KSU Stock Holding History

Insight Advisors’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	-1,056	Closed	-$324K	–	332
2021 Q3	$324K	Sell	1,056 -117	-10%	-$32.6K	0.1%	239
2021 Q2	$312K	Sell	1,173 -325	-22%	-$93.8K	0.1%	240
2021 Q1	$438K	Buy	1,498 +275	+22%	+$59.8K	0.14%	189
2020 Q4	$250K	Buy	+1,223	New	+$230K	0.09%	236

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

Insight Advisors's KSU Position: Q4 2021 in Review

Insight Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,056 shares — an estimated $324K sold.

Insight Advisors first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $438K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Insight Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Insight Advisors sold 1,056 Kansas City Southern shares in Q4 2021, an estimated $324K.
Insight Advisors first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Insight Advisors's Kansas City Southern position peaked at $438K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Insight Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.