II
KSU

Inspire Investing’s Kansas City Southern KSU Stock Holding History

Inspire Investing’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
-1,403
Closed -$380K – 817
2021
Q3 		$380K Sell
1,403
-378
-21% -$105K 0.05% 253
2021
Q2 		$505K Buy
1,781
+47
+3% +$13.6K 0.07% 316
2021
Q1 		$458K Sell
1,734
-324
-16% -$70.5K 0.07% 323
2020
Q4 		$420K Sell
2,058
-32
-2% -$6.01K 0.09% 243
2020
Q3 		$378K Sell
2,090
-478
-19% -$82.8K 0.1% 185
2020
Q2 		$383K Sell
2,568
-352
-12% -$49.5K 0.13% 140
2020
Q1 		$371K Sell
2,920
-1,089
-27% -$166K 0.15% 164
2019
Q4 		$614K Sell
4,009
-593
-13% -$87K 0.22% 140
2019
Q3 		$612K Buy
4,602
+418
+10% +$52.1K 0.23% 114
2019
Q2 		$510K Buy
4,184
+222
+6% +$26.6K 0.21% 153
2019
Q1 		$460K Buy
3,962
+1,160
+41% +$125K 0.21% 161
2018
Q4 		$267K Buy
2,802
+160
+6% +$16.2K 0.18% 169
2018
Q3 		$299K Buy
2,642
+167
+7% +$19K 0.18% 166
2018
Q2 		$262K Buy
2,475
+336
+16% +$36.5K 0.19% 183
2018
Q1 		$235K Buy
2,139
+494
+30% +$53.5K 0.24% 166
2017
Q4 		$173K Buy
+1,645
New +$175K 0.15% 165

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

Inspire Investing's KSU Position: Q4 2021 in Review

Inspire Investing sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,403 shares — an estimated $380K sold.

Inspire Investing first reported a position in KSU in Q4 2017 and held it in 16 quarters. The position peaked at $614K in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Inspire Investing reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Inspire Investing sold 1,403 Kansas City Southern shares in Q4 2021, an estimated $380K.
  • Inspire Investing first reported a position in Kansas City Southern in Q4 2017 and held it in 16 quarters.
  • Inspire Investing's Kansas City Southern position peaked at $614K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Inspire Investing's 13F filing for Q4 2021, filed 3 Feb 2022.