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
2017
Q2 		– Sell
-125,000
Closed -$10.7M – 445
2017
Q1 		$10.7M Buy
+125,000
New +$10.7M 0.53% 54
2016
Q2 		– Sell
-40,200
Closed -$3.44M – 427
2016
Q1 		$3.44M Buy
+40,200
New +$3.14M 0.21% 132

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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.