JIM
KSU

Jupiter Investment Management’s Kansas City Southern KSU Stock Holding History

Jupiter Investment Management’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
2018
Q3 		– Sell
-4,800
Closed -$508K – 472
2018
Q2 		$508K Buy
+4,800
New +$522K ﹤0.01% 321
2015
Q2 		– Sell
-15,900
Closed -$1.62M – 393
2015
Q1 		$1.62M Buy
+15,900
New +$1.8M 0.05% 194
2014
Q3 		– Sell
-7,800
Closed -$838K – 414
2014
Q2 		$838K Buy
+7,800
New +$806K 0.05% 246
2013
Q4 		– Sell
-26,300
Closed -$2.88M – 426
2013
Q3 		$2.88M Buy
+26,300
New +$2.89M 0.27% 133

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Investment Management's KSU Position: Q3 2018 in Review

Jupiter Investment Management sold out of Kansas City Southern (KSU) in Q3 2018, closing a stake of 4,800 shares — an estimated $508K sold.

Jupiter Investment Management first reported a position in KSU in Q3 2013 and held it in 4 quarters. The position peaked at $2.88M in Q3 2013. 614 funds tracked by Wall St. Rank hold KSU as of Q3 2018.

  • Jupiter Investment Management reported no remaining Kansas City Southern position as of Q3 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 4,800 Kansas City Southern shares in Q3 2018, an estimated $508K.
  • Jupiter Investment Management first reported a position in Kansas City Southern in Q3 2013 and held it in 4 quarters.
  • Jupiter Investment Management's Kansas City Southern position peaked at $2.88M in Q3 2013.
  • 614 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2018.

Based on Jupiter Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.