LW
KSU

Linscomb Wealth’s Kansas City Southern KSU Stock Holding History

Linscomb Wealth’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
Q2 		– Sell
-1,027
Closed -$271K – 349
2021
Q1 		$271K Buy
+1,027
New +$223K 0.01% 280
2020
Q2 		– Sell
-6,789
Closed -$863K – 398
2020
Q1 		$863K Sell
6,789
-4,685
-41% -$715K 0.08% 161
2019
Q4 		$1.76M Buy
+11,474
New +$1.68M 0.11% 122

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Linscomb Wealth's KSU Position: Q2 2021 in Review

Linscomb Wealth sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 1,027 shares — an estimated $271K sold.

Linscomb Wealth first reported a position in KSU in Q4 2019 and held it in 3 quarters. The position peaked at $1.76M in Q4 2019. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • Linscomb Wealth reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • Linscomb Wealth sold 1,027 Kansas City Southern shares in Q2 2021, an estimated $271K.
  • Linscomb Wealth first reported a position in Kansas City Southern in Q4 2019 and held it in 3 quarters.
  • Linscomb Wealth's Kansas City Southern position peaked at $1.76M in Q4 2019.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Linscomb Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.