KA
KSU

Kaizen Advisory’s Kansas City Southern KSU Stock Holding History

Kaizen Advisory’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
Q4 		$29K Buy
306
+41
+15% +$4.16K 0.02% 449
2018
Q3 		$30K Sell
265
-10,214
-97% -$1.16M 0.02% 450
2018
Q2 		$1.11M Buy
10,479
+7,826
+295% +$851K 0.56% 60
2018
Q1 		$292K Buy
2,653
+2,554
+2,580% +$277K 0.29% 35
2017
Q4 		$10K Buy
+99
New +$10.6K 0.01% 487

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
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

Kaizen Advisory's KSU Position: Q4 2018 in Review

Kaizen Advisory increased its Kansas City Southern (KSU) stake by 15% in Q4 2018, buying an estimated $4.16K and bringing the position to 306 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #449.

Kaizen Advisory first reported a position in KSU in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.11M in Q2 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Kaizen Advisory held 306 shares of Kansas City Southern worth $29K as of Q4 2018.
  • Kaizen Advisory bought 41 Kansas City Southern shares in Q4 2018, an estimated $4.16K.
  • Kansas City Southern made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #449 holding.
  • Kaizen Advisory first reported a position in Kansas City Southern in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Kansas City Southern position peaked at $1.11M in Q2 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.