Legal & General Group
KSU

Legal & General Group’s Kansas City Southern KSU Stock Holding History

Legal & General 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
-929,105
Closed -$251M – 3598
2021
Q3 		$251M Buy
929,105
+51,750
+6% +$14.4M 0.08% 276
2021
Q2 		$249M Buy
877,355
+27,650
+3% +$7.98M 0.08% 283
2021
Q1 		$224M Sell
849,705
-3,182
-0.4% -$692K 0.08% 276
2020
Q4 		$174M Buy
852,887
+26,173
+3% +$4.92M 0.07% 324
2020
Q3 		$149M Buy
826,714
+7,461
+0.9% +$1.29M 0.07% 315
2020
Q2 		$122M Sell
819,253
-2,618
-0.3% -$368K 0.06% 350
2020
Q1 		$105M Buy
821,871
+1,212
+0.1% +$185K 0.06% 336
2019
Q4 		$126M Buy
820,659
+42,382
+5% +$6.22M 0.06% 357
2019
Q3 		$104M Buy
778,277
+7,583
+1% +$945K 0.05% 391
2019
Q2 		$93.9M Buy
770,694
+36,220
+5% +$4.33M 0.05% 418
2019
Q1 		$85.2M Buy
734,474
+124,116
+20% +$13.4M 0.05% 422
2018
Q4 		$58.3M Buy
610,358
+28,257
+5% +$2.87M 0.05% 436
2018
Q3 		$65.9M Buy
582,101
+12,808
+2% +$1.46M 0.05% 435
2018
Q2 		$60.3M Buy
569,293
+7,132
+1% +$776K 0.05% 438
2018
Q1 		$61.8M Sell
562,161
-13,759
-2% -$1.49M 0.05% 442
2017
Q4 		$60.6M Sell
575,920
-1,157
-0.2% -$123K 0.04% 453
2017
Q3 		$62.7M Buy
577,077
+12,929
+2% +$1.36M 0.05% 424
2017
Q2 		$59M Buy
564,148
+21,919
+4% +$2.05M 0.05% 427
2017
Q1 		$46.5M Buy
542,229
+23,326
+4% +$2M 0.04% 487
2016
Q4 		$44M Buy
518,903
+23,010
+5% +$2.03M 0.04% 461
2016
Q3 		$46.3M Buy
495,893
+31,198
+7% +$2.95M 0.05% 424
2016
Q2 		$41.9M Buy
464,695
+22,842
+5% +$2.08M 0.04% 439
2016
Q1 		$37.8M Buy
441,853
+3,426
+0.8% +$267K 0.04% 466
2015
Q4 		$32.7M Buy
438,427
+5,104
+1% +$436K 0.04% 494
2015
Q3 		$39.4M Buy
433,323
+12,990
+3% +$1.23M 0.05% 423
2015
Q2 		$38.3M Buy
420,333
+7,011
+2% +$692K 0.05% 446
2015
Q1 		$42.2M Sell
413,322
-17,877
-4% -$2.03M 0.05% 412
2014
Q4 		$52.6M Sell
431,199
-21,469
-5% -$2.57M 0.06% 352
2014
Q3 		$54.9M Sell
452,668
-92,226
-17% -$10.5M 0.07% 332
2014
Q2 		$58.6M Sell
544,894
-15,507
-3% -$1.6M 0.07% 320
2014
Q1 		$57.1M Buy
560,401
+36,641
+7% +$3.78M 0.07% 323
2013
Q4 		$64.8M Sell
523,760
-11,462
-2% -$1.37M 0.08% 297
2013
Q3 		$58.5M Buy
535,222
+28,443
+6% +$3.13M 0.08% 301
2013
Q2 		$53.7M Buy
+506,779
New +$55.1M 0.07% 309

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

Legal & General Group's KSU Position: Q4 2021 in Review

Legal & General Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 929,105 shares — an estimated $251M sold.

Legal & General Group first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $251M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Legal & General Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Legal & General Group sold 929,105 Kansas City Southern shares in Q4 2021, an estimated $251M.
  • Legal & General Group first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Legal & General Group's Kansas City Southern position peaked at $251M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Legal & General Group's 13F filing for Q4 2021, filed 14 Feb 2022.