Lloyds Banking Group’s Kansas City Southern KSU Stock Holding History

Lloyds Banking Group’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
2014 Q4	–	Sell	-464	Closed	-$56K	–	432
2014 Q3	$56K	Sell	464 -7	-1%	-$798	0.02%	404
2014 Q2	$50K	Sell	471 -19,853	-98%	-$2.05M	0.01%	424
2014 Q1	$2.07M	Sell	20,324 -799	-4%	-$82.4K	0.02%	434
2013 Q4	$2.62M	Sell	21,123 -5,175	-20%	-$619K	0.02%	412
2013 Q3	$2.88M	Sell	26,298 -498	-2%	-$54.7K	0.03%	362
2013 Q2	$2.84M	Buy	+26,796	New	+$2.91M	0.03%	350

Other funds holding KSU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lloyds Banking Group's KSU Position: Q4 2014 in Review

Lloyds Banking Group sold out of Kansas City Southern (KSU) in Q4 2014, closing a stake of 464 shares — an estimated $56K sold.

Lloyds Banking Group first reported a position in KSU in Q2 2013 and held it in 6 quarters. The position peaked at $2.88M in Q3 2013. 483 funds tracked by Wall St. Rank hold KSU as of Q4 2014.

Lloyds Banking Group reported no remaining Kansas City Southern position as of Q4 2014 after selling out during the quarter.
Lloyds Banking Group sold 464 Kansas City Southern shares in Q4 2014, an estimated $56K.
Lloyds Banking Group first reported a position in Kansas City Southern in Q2 2013 and held it in 6 quarters.
Lloyds Banking Group's Kansas City Southern position peaked at $2.88M in Q3 2013.
483 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.