Kovitz Investment Group Partners
KSU

Kovitz Investment Group Partners’s Kansas City Southern KSU Stock Holding History

Kovitz Investment Group Partners’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
2022
Q1 		– Sell
-2,867
Closed -$585K – 475
2021
Q4 		$585K Buy
+2,867
New +$856K 0.01% 333
2021
Q1 		– Sell
-2,867
Closed -$585K – 440
2020
Q4 		$585K Hold
2,867
– – 0.01% 329
2020
Q3 		$518K Hold
2,867
– – 0.01% 321
2020
Q2 		$428K Hold
2,867
– – 0.01% 318
2020
Q1 		$365K Hold
2,867
– – 0.01% 312
2019
Q4 		$439K Hold
2,867
– – 0.01% 325
2019
Q3 		$381K Buy
+2,867
New +$357K 0.01% 329

Other funds holding KSU

JCM
Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return

Kovitz Investment Group Partners's KSU Position: Q1 2022 in Review

Kovitz Investment Group Partners sold out of Kansas City Southern (KSU) in Q1 2022, closing a stake of 2,867 shares — an estimated $585K sold.

Kovitz Investment Group Partners first reported a position in KSU in Q3 2019 and held it in 7 quarters. The position peaked at $585K in Q4 2021. 2 funds tracked by Wall St. Rank hold KSU as of Q1 2022.

  • Kovitz Investment Group Partners reported no remaining Kansas City Southern position as of Q1 2022 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,867 Kansas City Southern shares in Q1 2022, an estimated $585K.
  • Kovitz Investment Group Partners first reported a position in Kansas City Southern in Q3 2019 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Kansas City Southern position peaked at $585K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2022, filed 22 Apr 2022.