Lindbrook Capital’s Kansas City Southern KSU Stock Holding History

Lindbrook Capital’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	-53	Closed	-$14K	–	2253
2021 Q3	$14K	Buy	53 +13	+33%	+$3.62K	﹤0.01%	886
2021 Q2	$11K	Hold	40	–	–	﹤0.01%	1042
2021 Q1	$11K	Buy	40 +9	+29%	+$1.96K	﹤0.01%	1003
2020 Q4	$6K	Sell	31 -47	-60%	-$8.83K	﹤0.01%	1151
2020 Q3	$14K	Buy	78 +50	+179%	+$8.66K	﹤0.01%	744
2020 Q2	$4K	Sell	28 -8	-22%	-$1.13K	﹤0.01%	1220
2020 Q1	$5K	Sell	36 -135	-79%	-$20.6K	﹤0.01%	1041
2019 Q4	$26K	Buy	171 +20	+13%	+$2.94K	0.01%	653
2019 Q3	$20K	Buy	151 +9	+6%	+$1.12K	0.01%	725
2019 Q2	$17K	Hold	142	–	–	0.01%	756
2019 Q1	$16K	Hold	142	–	–	0.01%	778
2018 Q4	$13K	Buy	+142	New	+$14.4K	0.01%	763

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

Lindbrook Capital's KSU Position: Q4 2021 in Review

Lindbrook Capital sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 53 shares — an estimated $14K sold.

Lindbrook Capital first reported a position in KSU in Q4 2018 and held it in 12 quarters. The position peaked at $26K in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Lindbrook Capital reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Lindbrook Capital sold 53 Kansas City Southern shares in Q4 2021, an estimated $14K.
Lindbrook Capital first reported a position in Kansas City Southern in Q4 2018 and held it in 12 quarters.
Lindbrook Capital's Kansas City Southern position peaked at $26K in Q4 2019.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Lindbrook Capital's 13F filing for Q4 2021, filed 18 Jan 2022.