Kavar Capital Partners Group’s Kansas City Southern KSU Stock Holding History

Kavar Capital Partners Group’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
2019 Q3	–	Sell	-100	Closed	-$12K	–	488
2019 Q2	$12K	Buy	+100	New	+$12K	﹤0.01%	353
2016 Q1	–	Sell	-4,496	Closed	-$335K	–	438
2015 Q4	$335K	Sell	4,496 -12,891	-74%	-$1.1M	0.22%	88
2015 Q3	$1.58M	Sell	17,387 -450	-3%	-$42.5K	1.12%	40
2015 Q2	$1.63M	Buy	17,837 +450	+3%	+$44.4K	1.11%	34
2015 Q1	$1.77M	Buy	17,387 +8,999	+107%	+$1.02M	1.51%	18
2014 Q4	$1.02M	Hold	8,388	–	–	0.81%	51
2014 Q3	$1.02M	Sell	8,388 -199	-2%	-$22.7K	0.87%	50
2014 Q2	$923K	Buy	8,587 +866	+11%	+$89.4K	0.78%	58
2014 Q1	$788K	Buy	7,721 +7,536	+4,074%	+$777K	0.65%	64
2013 Q4	$22K	Buy	+185	New	+$22.1K	0.02%	240

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kavar Capital Partners Group's KSU Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Kansas City Southern (KSU) in Q3 2019, closing a stake of 100 shares — an estimated $12K sold.

Kavar Capital Partners Group first reported a position in KSU in Q4 2013 and held it in 10 quarters. The position peaked at $1.77M in Q1 2015. 605 funds tracked by Wall St. Rank hold KSU as of Q3 2019.

Kavar Capital Partners Group reported no remaining Kansas City Southern position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 100 Kansas City Southern shares in Q3 2019, an estimated $12K.
Kavar Capital Partners Group first reported a position in Kansas City Southern in Q4 2013 and held it in 10 quarters.
Kavar Capital Partners Group's Kansas City Southern position peaked at $1.77M in Q1 2015.
605 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.