Jefferies Group’s Kansas City Southern KSU Stock Holding History

Jefferies Group’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	-35,000	Closed	-$9.47M	–	2170
2021 Q3	$9.47M	Sell	35,000 -50,000	-59%	-$13.9M	0.07%	276
2021 Q2	$24.1M	Buy	+85,000	New	+$24.5M	0.15%	101
2018 Q4	–	Sell	-20,400	Closed	-$2.31M	–	2741
2018 Q3	$2.31M	Buy	+20,400	New	+$2.32M	0.02%	906
2016 Q3	–	Sell	-7,700	Closed	-$694K	–	2536
2016 Q2	$694K	Buy	+7,700	New	+$701K	﹤0.01%	1287

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

Jefferies Group's KSU Position: Q4 2021 in Review

Jefferies Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 43,042 shares — an estimated $11.6M sold.

Jefferies Group first reported a position in KSU in Q1 2015 and held it in 12 quarters. The position peaked at $11.6M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Jefferies Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Jefferies Group sold 43,042 Kansas City Southern shares in Q4 2021, an estimated $11.6M.
Jefferies Group first reported a position in Kansas City Southern in Q1 2015 and held it in 12 quarters.
Jefferies Group's Kansas City Southern position peaked at $11.6M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.