Kiwi Wealth Investments Limited Partnership’s Kansas City Southern KSU Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q2	–	Sell	-34,786	Closed	-$9.18M	–	288
2021 Q1	$9.18M	Buy	34,786 +24,812	+249%	+$5.4M	0.53%	54
2020 Q4	$2.04M	Buy	+9,974	New	+$1.87M	0.12%	181
2018 Q4	–	Sell	-38,736	Closed	-$4.39M	–	209
2018 Q3	$4.39M	Sell	38,736 -38,400	-50%	-$4.37M	0.41%	72
2018 Q2	$8.17M	Buy	77,136 +5,711	+8%	+$621K	0.78%	39
2018 Q1	$7.85M	Buy	+71,425	New	+$7.74M	0.77%	37

Other funds holding KSU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's KSU Position: Q2 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 34,786 shares — an estimated $9.18M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in KSU in Q1 2018 and held it in 5 quarters. The position peaked at $9.18M in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

Kiwi Wealth Investments Limited Partnership reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 34,786 Kansas City Southern shares in Q2 2021, an estimated $9.18M.
Kiwi Wealth Investments Limited Partnership first reported a position in Kansas City Southern in Q1 2018 and held it in 5 quarters.
Kiwi Wealth Investments Limited Partnership's Kansas City Southern position peaked at $9.18M in Q1 2021.
775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2021, filed 17 Aug 2021.