JGC
KSU

J. Goldman & Co’s Kansas City Southern KSU Stock Holding History

J. Goldman & Co’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
-47,729
Closed -$8.63M – 509
2020
Q3 		$8.63M Buy
+47,729
New +$8.26M 0.58% 50
2019
Q4 		– Sell
-30,236
Closed -$4.02M – 384
2019
Q3 		$4.02M Buy
+30,236
New +$3.77M 0.3% 101
2019
Q2 		– Sell
-9,000
Closed -$1.04M – 369
2019
Q1 		$1.04M Buy
+9,000
New +$972K 0.06% 198
2017
Q2 		– Sell
-75,200
Closed -$6.45M – 446
2017
Q1 		$6.45M Buy
75,200
+35,550
+90% +$3.05M 0.32% 102
2016
Q4 		$3.36M Sell
39,650
-44,850
-53% -$3.95M 0.22% 134
2016
Q3 		$7.89M Sell
84,500
-54,970
-39% -$5.21M 0.45% 61
2016
Q2 		$12.6M Sell
139,470
-290,330
-68% -$26.4M 0.66% 34
2016
Q1 		$36.7M Buy
429,800
+398,550
+1,275% +$31.1M 2.28% 6
2015
Q4 		$2.33M Buy
+31,250
New +$2.67M 0.24% 122
2015
Q3 		– Sell
-140,042
Closed -$12.8M – 320
2015
Q2 		$12.8M Buy
+140,042
New +$13.8M 0.78% 29
2014
Q3 		– Sell
-77,400
Closed -$8.32M – 355
2014
Q2 		$8.32M Buy
+77,400
New +$7.99M 0.61% 43
2013
Q4 		– Sell
-54,250
Closed -$5.93M – 306
2013
Q3 		$5.93M Buy
+54,250
New +$5.96M 0.56% 47

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 $34.1B AUM 20.22% 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

J. Goldman & Co's KSU Position: Q4 2020 in Review

J. Goldman & Co sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 47,729 shares — an estimated $8.63M sold.

J. Goldman & Co first reported a position in KSU in Q3 2013 and held it in 12 quarters. The position peaked at $36.7M in Q1 2016. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • J. Goldman & Co reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • J. Goldman & Co sold 47,729 Kansas City Southern shares in Q4 2020, an estimated $8.63M.
  • J. Goldman & Co first reported a position in Kansas City Southern in Q3 2013 and held it in 12 quarters.
  • J. Goldman & Co's Kansas City Southern position peaked at $36.7M in Q1 2016.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on J. Goldman & Co's 13F filing for Q4 2020, filed 16 Feb 2021.