LS
KSU

Livforsakringsbolaget Skandia’s Kansas City Southern KSU Stock Holding History

Livforsakringsbolaget Skandia’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
-1,846
Closed -$500K – 648
2021
Q3 		$500K Sell
1,846
-400
-18% -$111K 0.03% 334
2021
Q2 		$636K Buy
2,246
+800
+55% +$231K 0.04% 309
2021
Q1 		$381K Hold
1,446
– – 0.03% 370
2020
Q4 		$295K Buy
1,446
+500
+53% +$93.9K 0.03% 404
2020
Q3 		$171K Hold
946
– – 0.02% 417
2020
Q2 		$141K Hold
946
– – 0.02% 448
2020
Q1 		$120K Hold
946
– – 0.02% 442
2019
Q4 		$145K Hold
946
– – 0.02% 425
2019
Q3 		$126K Hold
946
– – 0.01% 489
2019
Q2 		$115K Hold
946
– – 0.01% 481
2019
Q1 		$110K Hold
946
– – 0.01% 467
2018
Q4 		$90K Hold
946
– – 0.01% 485
2018
Q3 		$107K Sell
946
-700
-43% -$79.7K 0.01% 529
2018
Q2 		$174K Hold
1,646
– – 0.02% 552
2018
Q1 		$181K Hold
1,646
– – 0.02% 532
2017
Q4 		$173K Sell
1,646
-400
-20% -$42.7K 0.02% 525
2017
Q3 		$222K Hold
2,046
– – 0.02% 494
2017
Q2 		$214K Hold
2,046
– – 0.02% 500
2017
Q1 		$175K Sell
2,046
-5,900
-74% -$506K 0.02% 553
2016
Q4 		$674 Sell
7,946
-154,913
-95% -$13.7M 0.03% 484
2016
Q3 		$3.94M Buy
162,859
+151,113
+1,287% +$14.3M 0.19% 134
2016
Q2 		$1.06M Hold
11,746
– – 0.05% 392
2016
Q1 		$1M Hold
11,746
– – 0.05% 404
2015
Q4 		$877K Hold
11,746
– – 0.04% 447
2015
Q3 		$1.07M Hold
11,746
– – 0.06% 401
2015
Q2 		$1.07M Hold
11,746
– – 0.05% 423
2015
Q1 		$1.2M Sell
11,746
-4,100
-26% -$465K 0.06% 396
2014
Q4 		$1.93M Hold
15,846
– – 0.09% 262
2014
Q3 		$1.92M Hold
15,846
– – 0.07% 320
2014
Q2 		$1.7M Hold
15,846
– – 0.06% 362
2014
Q1 		$1.62M Buy
+15,846
New +$1.63M 0.06% 362

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Livforsakringsbolaget Skandia's KSU Position: Q4 2021 in Review

Livforsakringsbolaget Skandia sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,846 shares — an estimated $500K sold.

Livforsakringsbolaget Skandia first reported a position in KSU in Q1 2014 and held it in 31 quarters. The position peaked at $3.94M in Q3 2016. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Livforsakringsbolaget Skandia reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Livforsakringsbolaget Skandia sold 1,846 Kansas City Southern shares in Q4 2021, an estimated $500K.
  • Livforsakringsbolaget Skandia first reported a position in Kansas City Southern in Q1 2014 and held it in 31 quarters.
  • Livforsakringsbolaget Skandia's Kansas City Southern position peaked at $3.94M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Livforsakringsbolaget Skandia's 13F filing for Q4 2021, filed 14 Feb 2022.