JFGIW
KSU

Johnson Financial Group Inc (Wisconsin)’s Kansas City Southern KSU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-96
Closed -$15K – 532
2019
Q4 		$15K Sell
96
-735
-88% -$108K ﹤0.01% 385
2019
Q3 		$111K Hold
831
– – 0.01% 271
2019
Q2 		$101K Hold
831
– – 0.01% 276
2019
Q1 		$96K Buy
831
+3
+0.4% +$324 0.01% 269
2018
Q4 		$79K Buy
828
+3
+0.4% +$305 0.01% 281
2018
Q3 		$93K Buy
825
+2
+0.2% +$228 0.01% 271
2018
Q2 		$87K Buy
823
+3
+0.4% +$326 0.01% 277
2018
Q1 		$90K Buy
820
+3
+0.4% +$325 0.01% 286
2017
Q4 		$86K Buy
+817
New +$87.1K 0.01% 306
2017
Q2 		– Sell
-230
Closed -$20K – 661
2017
Q1 		$20K Buy
230
+105
+84% +$9K ﹤0.01% 521
2016
Q4 		$11K Hold
125
– – ﹤0.01% 573
2016
Q3 		$12K Hold
125
– – ﹤0.01% 574
2016
Q2 		$11K Sell
125
-55
-31% -$5.01K ﹤0.01% 661
2016
Q1 		$15K Hold
180
– – ﹤0.01% 565
2015
Q4 		$13K Hold
180
– – ﹤0.01% 609
2015
Q3 		$16K Sell
180
-78
-30% -$7.36K ﹤0.01% 601
2015
Q2 		$23K Sell
258
-521
-67% -$51.4K ﹤0.01% 588
2015
Q1 		$80K Buy
779
+11
+1% +$1.25K 0.02% 425
2014
Q4 		$94K Buy
768
+38
+5% +$4.54K 0.02% 377
2014
Q3 		$89K Buy
730
+4
+0.6% +$456 0.02% 352
2014
Q2 		$79K Buy
726
+64
+10% +$6.61K 0.02% 389
2014
Q1 		$68K Buy
662
+162
+32% +$16.7K 0.02% 323
2013
Q4 		$62K Buy
+500
New +$59.8K 0.02% 337

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s KSU Position: Q1 2020 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 96 shares — an estimated $15K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in KSU in Q4 2013 and held it in 23 quarters. The position peaked at $111K in Q3 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 96 Kansas City Southern shares in Q1 2020, an estimated $15K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Kansas City Southern in Q4 2013 and held it in 23 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Kansas City Southern position peaked at $111K in Q3 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2020, filed 14 May 2020.