Legacy Bridge’s Kansas City Southern KSU Stock Holding History

Legacy Bridge’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	-2,125	Closed	-$575K	–	313
2021 Q3	$575K	Hold	2,125	–	–	0.33%	106
2021 Q2	$602K	Sell	2,125 -205	-9%	-$59.2K	0.34%	105
2021 Q1	$615K	Sell	2,330 -30	-1%	-$6.53K	0.4%	91
2020 Q4	$482K	Hold	2,360	–	–	0.35%	96
2020 Q3	$427K	Hold	2,360	–	–	0.39%	89
2020 Q2	$352K	Buy	2,360 +30	+1%	+$4.22K	0.39%	93
2020 Q1	$296K	Sell	2,330 -1,630	-41%	-$249K	0.37%	97
2019 Q4	$607K	Sell	3,960 -300	-7%	-$44K	0.5%	73
2019 Q3	$567K	Hold	4,260	–	–	0.54%	69
2019 Q2	$519K	Hold	4,260	–	–	0.5%	76
2019 Q1	$494K	Sell	4,260 -110	-3%	-$11.9K	0.51%	69
2018 Q4	$417K	Buy	+4,370	New	+$444K	0.52%	69

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

Legacy Bridge's KSU Position: Q4 2021 in Review

Legacy Bridge sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,125 shares — an estimated $575K sold.

Legacy Bridge first reported a position in KSU in Q4 2018 and held it in 12 quarters. The position peaked at $615K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Legacy Bridge reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Legacy Bridge sold 2,125 Kansas City Southern shares in Q4 2021, an estimated $575K.
Legacy Bridge first reported a position in Kansas City Southern in Q4 2018 and held it in 12 quarters.
Legacy Bridge's Kansas City Southern position peaked at $615K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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