LKIM
KSU

Lawson Kroeker Investment Management’s Kansas City Southern KSU Stock Holding History

Lawson Kroeker Investment Management’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
-38,845
Closed -$10.5M – 62
2021
Q3 		$10.5M Sell
38,845
-715
-2% -$199K 3.49% 9
2021
Q2 		$11.2M Sell
39,560
-385
-1% -$111K 3.55% 7
2021
Q1 		$10.5M Sell
39,945
-935
-2% -$203K 3.6% 7
2020
Q4 		$8.35M Sell
40,880
-620
-1% -$116K 3.13% 11
2020
Q3 		$7.5M Sell
41,500
-40
-0.1% -$6.93K 3.35% 11
2020
Q2 		$6.2M Sell
41,540
-55
-0.1% -$7.73K 2.93% 14
2020
Q1 		$5.29M Hold
41,595
– – 2.94% 13
2019
Q4 		$6.37M Sell
41,595
-40
-0.1% -$5.87K 2.35% 15
2019
Q3 		$5.54M Sell
41,635
-4,765
-10% -$594K 2.11% 18
2019
Q2 		$5.65M Sell
46,400
-150
-0.3% -$18K 1.9% 23
2019
Q1 		$5.4M Sell
46,550
-160
-0.3% -$17.3K 1.93% 22
2018
Q4 		$4.46M Sell
46,710
-300
-0.6% -$30.5K 1.75% 22
2018
Q3 		$5.33M Buy
47,010
+22
+0% +$2.51K 1.73% 21
2018
Q2 		$4.98M Buy
46,988
+75
+0.2% +$8.16K 1.77% 22
2018
Q1 		$5.15M Sell
46,913
-95
-0.2% -$10.3K 1.69% 22
2017
Q4 		$4.95M Sell
47,008
-3,000
-6% -$320K 1.59% 26
2017
Q3 		$5.43M Sell
50,008
-125
-0.2% -$13.1K 1.71% 24
2017
Q2 		$5.25M Sell
50,133
-45
-0.1% -$4.22K 1.76% 24
2017
Q1 		$4.3M Sell
50,178
-75
-0.1% -$6.43K 1.46% 28
2016
Q4 		$4.26M Sell
50,253
-4,750
-9% -$419K 1.47% 28
2016
Q3 		$5.13M Sell
55,003
-75
-0.1% -$7.1K 1.66% 25
2016
Q2 		$4.96M Sell
55,078
-685
-1% -$62.4K 1.65% 27
2016
Q1 		$4.76M Sell
55,763
-175
-0.3% -$13.7K 1.64% 25
2015
Q4 		$4.18M Sell
55,938
-3,040
-5% -$260K 1.44% 24
2015
Q3 		$5.36M Sell
58,978
-575
-1% -$54.2K 1.8% 23
2015
Q2 		$5.43M Sell
59,553
-300
-0.5% -$29.6K 1.61% 26
2015
Q1 		$6.11M Buy
59,853
+850
+1% +$96.3K 1.78% 24
2014
Q4 		$7.2M Sell
59,003
-47
-0.1% -$5.62K 2.26% 21
2014
Q3 		$7.16M Sell
59,050
-145
-0.2% -$16.5K 2.14% 19
2014
Q2 		$6.36M Sell
59,195
-415
-0.7% -$42.9K 1.85% 26
2014
Q1 		$6.08M Sell
59,610
-765
-1% -$78.9K 1.9% 26
2013
Q4 		$7.48M Sell
60,375
-8,895
-13% -$1.06M 2.37% 18
2013
Q3 		$7.58M Sell
69,270
-225
-0.3% -$24.7K 2.52% 17
2013
Q2 		$7.36M Buy
+69,495
New +$7.56M 2.57% 12

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Lawson Kroeker Investment Management's KSU Position: Q4 2021 in Review

Lawson Kroeker Investment Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 38,845 shares — an estimated $10.5M sold.

Lawson Kroeker Investment Management first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $11.2M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Lawson Kroeker Investment Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 38,845 Kansas City Southern shares in Q4 2021, an estimated $10.5M.
  • Lawson Kroeker Investment Management first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Lawson Kroeker Investment Management's Kansas City Southern position peaked at $11.2M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2021, filed 10 Jan 2022.