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
2018 Q3	–	Sell	-7,500	Closed	-$795K	–	428
2018 Q2	$795K	Buy	+7,500	New	+$816K	0.04%	267

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.