Jim Simons
KSU

Jim Simons’s Kansas City Southern KSU Stock Holding History

Jim Simons’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
2019
Q1 		– Sell
-287,100
Closed -$27.4M – 3789
2018
Q4 		$27.4M Buy
287,100
+4,400
+2% +$447K 0.03% 707
2018
Q3 		$32M Sell
282,700
-528,900
-65% -$60.3M 0.03% 658
2018
Q2 		$86M Buy
811,600
+327,700
+68% +$35.6M 0.09% 248
2018
Q1 		$53.2M Sell
483,900
-498,500
-51% -$54M 0.06% 423
2017
Q4 		$103M Buy
982,400
+249,000
+34% +$26.6M 0.11% 187
2017
Q3 		$79.7M Buy
733,400
+579,700
+377% +$60.8M 0.09% 246
2017
Q2 		$16.1M Sell
153,700
-295,100
-66% -$27.7M 0.02% 980
2017
Q1 		$38.5M Sell
448,800
-309,400
-41% -$26.5M 0.05% 456
2016
Q4 		$64.3M Buy
758,200
+319,300
+73% +$28.1M 0.1% 236
2016
Q3 		$41M Buy
438,900
+36,300
+9% +$3.44M 0.07% 350
2016
Q2 		$36.3M Buy
+402,600
New +$36.6M 0.07% 369
2015
Q3 		– Sell
-422,600
Closed -$38.5M – 3445
2015
Q2 		$38.5M Buy
422,600
+141,100
+50% +$13.9M 0.09% 255
2015
Q1 		$28.7M Buy
+281,500
New +$31.9M 0.06% 411
2014
Q1 		– Sell
-275,500
Closed -$34.1M – 3078
2013
Q4 		$34.1M Buy
275,500
+163,200
+145% +$19.5M 0.08% 285
2013
Q3 		$12.3M Buy
112,300
+30,100
+37% +$3.31M 0.03% 696
2013
Q2 		$8.71M Buy
+82,200
New +$8.94M 0.02% 814

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jim Simons's KSU Position: Q1 2019 in Review

Jim Simons sold out of Kansas City Southern (KSU) in Q1 2019, closing a stake of 287,100 shares — an estimated $27.4M sold.

Jim Simons first reported a position in KSU in Q2 2013 and held it in 16 quarters. The position peaked at $103M in Q4 2017. 611 funds tracked by Wall St. Rank hold KSU as of Q1 2019.

  • Jim Simons reported no remaining Kansas City Southern position as of Q1 2019 after selling out during the quarter.
  • Jim Simons sold 287,100 Kansas City Southern shares in Q1 2019, an estimated $27.4M.
  • Jim Simons first reported a position in Kansas City Southern in Q2 2013 and held it in 16 quarters.
  • Jim Simons's Kansas City Southern position peaked at $103M in Q4 2017.
  • 611 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2019.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.