LFS
KSU

Legacy Financial Strategies’s Kansas City Southern KSU Stock Holding History

Legacy Financial Strategies’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
-3,647
Closed -$987K – 67
2021
Q3 		$987K Sell
3,647
-267
-7% -$74.3K 0.46% 40
2021
Q2 		$1.11M Hold
3,914
– – 0.53% 40
2021
Q1 		$1.03M Hold
3,914
– – 0.55% 39
2020
Q4 		$799K Hold
3,914
– – 0.41% 39
2020
Q3 		$708K Hold
3,914
– – 0.41% 40
2020
Q2 		$584K Hold
3,914
– – 0.45% 39
2020
Q1 		$498K Hold
3,914
– – 0.47% 40
2019
Q4 		$599K Hold
3,914
– – 0.48% 42
2019
Q3 		$562K Hold
3,914
– – 0.5% 40
2019
Q2 		$474K Hold
3,914
– – 0.44% 42
2019
Q1 		$454K Sell
3,914
-96
-2% -$10.4K 0.39% 42
2018
Q4 		$383K Sell
4,010
-45
-1% -$4.57K 0.38% 40
2018
Q3 		$399K Buy
4,055
+1
+0% +$114 0.41% 40
2018
Q2 		$430K Sell
4,054
-255
-6% -$27.7K 0.39% 59
2018
Q1 		$473K Hold
4,309
– – 0.46% 37
2017
Q4 		$453K Buy
+4,309
New +$460K 0.48% 38

Other funds holding KSU

Kovitz Investment Group Partners
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 Financial Strategies's KSU Position: Q4 2021 in Review

Legacy Financial Strategies sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,647 shares — an estimated $987K sold.

Legacy Financial Strategies first reported a position in KSU in Q4 2017 and held it in 16 quarters. The position peaked at $1.11M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Legacy Financial Strategies reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Legacy Financial Strategies sold 3,647 Kansas City Southern shares in Q4 2021, an estimated $987K.
  • Legacy Financial Strategies first reported a position in Kansas City Southern in Q4 2017 and held it in 16 quarters.
  • Legacy Financial Strategies's Kansas City Southern position peaked at $1.11M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Legacy Financial Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.