Key Financial Inc’s Kansas City Southern KSU Stock Holding History

Key Financial Inc’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	-301	Closed	-$81K	–	1017
2021 Q3	$81K	Hold	301	–	–	0.05%	258
2021 Q2	$81K	Buy	301 +100	+50%	+$28.9K	0.05%	271
2021 Q1	$53K	Buy	+201	New	+$43.7K	0.03%	266
2020 Q2	–	Sell	-98	Closed	-$13K	–	707
2020 Q1	$13K	Buy	+98	New	+$15K	0.01%	380

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

Key Financial Inc's KSU Position: Q4 2021 in Review

Key Financial Inc sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 301 shares — an estimated $81K sold.

Key Financial Inc first reported a position in KSU in Q1 2020 and held it in 4 quarters. The position peaked at $81K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Key Financial Inc reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Key Financial Inc sold 301 Kansas City Southern shares in Q4 2021, an estimated $81K.
Key Financial Inc first reported a position in Kansas City Southern in Q1 2020 and held it in 4 quarters.
Key Financial Inc's Kansas City Southern position peaked at $81K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Key Financial Inc's 13F filing for Q4 2021, filed 19 Jan 2022.