Latitude Advisors’s Kansas City Southern KSU Stock Holding History

Latitude Advisors’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	-1,681	Closed	-$455K	–	317
2021 Q3	$455K	Buy	1,681 +861	+105%	+$240K	0.14%	144
2021 Q2	$232K	Sell	820 -22	-3%	-$6.35K	0.17%	142
2021 Q1	$222K	Buy	+842	New	+$183K	0.18%	140

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

Latitude Advisors's KSU Position: Q4 2021 in Review

Latitude Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,681 shares — an estimated $455K sold.

Latitude Advisors first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $455K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Latitude Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Latitude Advisors sold 1,681 Kansas City Southern shares in Q4 2021, an estimated $455K.
Latitude Advisors first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Latitude Advisors's Kansas City Southern position peaked at $455K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Latitude Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.