Kowal Investment Group’s Kansas City Southern KSU Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-297	Closed	-$80K	–	1036
2021 Q3	$80K	Buy	+297	New	+$82.7K	0.03%	180

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

Kowal Investment Group's KSU Position: Q4 2021 in Review

Kowal Investment Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 297 shares — an estimated $80K sold.

Kowal Investment Group first reported a position in KSU in Q3 2021 and held it in 1 quarter. The position peaked at $80K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Kowal Investment Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 297 Kansas City Southern shares in Q4 2021, an estimated $80K.
Kowal Investment Group first reported a position in Kansas City Southern in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Kansas City Southern position peaked at $80K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.