Jones Financial Companies’s Kansas City Southern KSU Stock Holding History

Jones Financial Companies’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	-45	Closed	-$12K	–	789
2021 Q3	$12K	Hold	45	–	–	﹤0.01%	482
2021 Q2	$13K	Buy	45 +31	+221%	+$8.95K	﹤0.01%	452
2021 Q1	$4K	Sell	14 -64	-82%	-$13.9K	﹤0.01%	688
2020 Q4	$16K	Buy	+78	New	+$14.6K	﹤0.01%	388

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

Jones Financial Companies's KSU Position: Q4 2021 in Review

Jones Financial Companies sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 45 shares — an estimated $12K sold.

Jones Financial Companies first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Jones Financial Companies reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Jones Financial Companies sold 45 Kansas City Southern shares in Q4 2021, an estimated $12K.
Jones Financial Companies first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Jones Financial Companies's Kansas City Southern position peaked at $16K in Q4 2020.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Jones Financial Companies's 13F filing for Q4 2021, filed 11 Feb 2022.