Lido Advisors’s Kansas City Southern KSU Stock Holding History

Lido Advisors’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	-1,013	Closed	-$274K	–	1065
2021 Q3	$274K	Buy	1,013 +7	+0.7%	+$1.95K	﹤0.01%	772
2021 Q2	$286K	Buy	1,006 +166	+20%	+$47.9K	﹤0.01%	738
2021 Q1	$222K	Buy	+840	New	+$183K	﹤0.01%	775

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

Lido Advisors's KSU Position: Q4 2021 in Review

Lido Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,013 shares — an estimated $274K sold.

Lido Advisors first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $286K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Lido Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Lido Advisors sold 1,013 Kansas City Southern shares in Q4 2021, an estimated $274K.
Lido Advisors first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Lido Advisors's Kansas City Southern position peaked at $286K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Lido Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.