LG
KSU

Leuthold Group’s Kansas City Southern KSU Stock Holding History

Leuthold 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
2019
Q4 		– Sell
-40,230
Closed -$5.35M – 210
2019
Q3 		$5.35M Sell
40,230
-3,132
-7% -$390K 0.7% 51
2019
Q2 		$5.28M Sell
43,362
-2,773
-6% -$332K 0.68% 54
2019
Q1 		$5.35M Sell
46,135
-1,487
-3% -$161K 0.72% 51
2018
Q4 		$4.55M Sell
47,622
-5,795
-11% -$588K 0.65% 51
2018
Q3 		$6.05M Buy
53,417
+11,206
+27% +$1.28M 0.66% 54
2018
Q2 		$4.47M Buy
+42,211
New +$4.59M 0.49% 77
2017
Q4 		– Sell
-42,815
Closed -$4.65M – 218
2017
Q3 		$4.65M Sell
42,815
-959
-2% -$101K 0.47% 78
2017
Q2 		$4.58M Sell
43,774
-1,500
-3% -$141K 0.49% 76
2017
Q1 		$3.88M Sell
45,274
-1,007
-2% -$86.3K 0.42% 99
2016
Q4 		$3.93M Buy
+46,281
New +$4.08M 0.44% 99
2013
Q3 		– Sell
-42,205
Closed -$4.47M – 342
2013
Q2 		$4.47M Buy
+42,205
New +$4.59M 0.41% 81

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leuthold Group's KSU Position: Q4 2019 in Review

Leuthold Group sold out of Kansas City Southern (KSU) in Q4 2019, closing a stake of 40,230 shares — an estimated $5.35M sold.

Leuthold Group first reported a position in KSU in Q2 2013 and held it in 11 quarters. The position peaked at $6.05M in Q3 2018. 683 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • Leuthold Group reported no remaining Kansas City Southern position as of Q4 2019 after selling out during the quarter.
  • Leuthold Group sold 40,230 Kansas City Southern shares in Q4 2019, an estimated $5.35M.
  • Leuthold Group first reported a position in Kansas City Southern in Q2 2013 and held it in 11 quarters.
  • Leuthold Group's Kansas City Southern position peaked at $6.05M in Q3 2018.
  • 683 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on Leuthold Group's 13F filing for Q4 2019, filed 14 Feb 2020.