LMGAM
KSU

Liberty Mutual Group Asset Management’s Kansas City Southern KSU Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-4,101
Closed -$465K – 865
2018
Q3 		$465K Hold
4,101
– – 0.01% 777
2018
Q2 		$435K Sell
4,101
-101
-2% -$11K 0.01% 815
2018
Q1 		$462K Hold
4,202
– – 0.01% 757
2017
Q4 		$442K Sell
4,202
-94
-2% -$10K 0.01% 828
2017
Q3 		$467K Sell
4,296
-2,648
-38% -$278K 0.03% 790
2017
Q2 		$726K Buy
6,944
+647
+10% +$60.7K 0.03% 767
2017
Q1 		$540K Sell
6,297
-2,187
-26% -$187K 0.02% 853
2016
Q4 		$719K Buy
8,484
+28
+0.3% +$2.47K 0.03% 821
2016
Q3 		$790K Buy
8,456
+597
+8% +$56.5K 0.03% 777
2016
Q2 		$708K Buy
7,859
+652
+9% +$59.3K 0.03% 801
2016
Q1 		$616K Buy
7,207
+732
+11% +$57.1K 0.03% 818
2015
Q4 		$483K Sell
6,475
-9,722
-60% -$831K 0.02% 865
2015
Q3 		$1.47M Buy
16,197
+2,020
+14% +$191K 0.06% 634
2015
Q2 		$1.29M Sell
14,177
-4,379
-24% -$432K 0.04% 810
2015
Q1 		$1.9M Sell
18,556
-62
-0.3% -$7.03K 0.06% 639
2014
Q4 		$2.27M Buy
18,618
+1,451
+8% +$174K 0.07% 413
2014
Q3 		$2.08M Sell
17,167
-692
-4% -$78.9K 0.07% 421
2014
Q2 		$1.92M Buy
17,859
+2,667
+18% +$275K 0.06% 523
2014
Q1 		$1.55M Buy
15,192
+2,334
+18% +$241K 0.05% 680
2013
Q4 		$1.59M Buy
12,858
+6,209
+93% +$743K 0.06% 488
2013
Q3 		$728K Buy
6,649
+1,385
+26% +$152K 0.03% 753
2013
Q2 		$557K Buy
+5,264
New +$572K 0.02% 803

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Mutual Group Asset Management's KSU Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 4,101 shares — an estimated $465K sold.

Liberty Mutual Group Asset Management first reported a position in KSU in Q2 2013 and held it in 22 quarters. The position peaked at $2.27M in Q4 2014. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 4,101 Kansas City Southern shares in Q4 2018, an estimated $465K.
  • Liberty Mutual Group Asset Management first reported a position in Kansas City Southern in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Kansas City Southern position peaked at $2.27M in Q4 2014.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.