JTC Employer Solutions Trustee’s Kansas City Southern KSU Stock Holding History

JTC Employer Solutions Trustee’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	-519	Closed	-$141K	–	317
2021 Q3	$141K	Hold	519	–	–	0.02%	139
2021 Q2	$147K	Buy	+519	New	+$150K	0.02%	128

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

JTC Employer Solutions Trustee's KSU Position: Q4 2021 in Review

JTC Employer Solutions Trustee sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 519 shares — an estimated $141K sold.

JTC Employer Solutions Trustee first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $147K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

JTC Employer Solutions Trustee reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
JTC Employer Solutions Trustee sold 519 Kansas City Southern shares in Q4 2021, an estimated $141K.
JTC Employer Solutions Trustee first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
JTC Employer Solutions Trustee's Kansas City Southern position peaked at $147K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on JTC Employer Solutions Trustee's 13F filing for Q4 2021, filed 24 Jan 2022.