LOAMU
KSU

Lombard Odier Asset Management (USA)’s Kansas City Southern KSU Stock Holding History

Lombard Odier Asset Management (USA)’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
-8,000
Closed -$2.17M – 486
2021
Q3 		$2.17M Buy
+8,000
New +$2.23M 0.09% 123
2021
Q2 		– Sell
-4,500
Closed -$1.19M – 396
2021
Q1 		$1.19M Buy
+4,500
New +$979K 0.04% 161
2017
Q3 		– Sell
-5,000
Closed -$523K – 272
2017
Q2 		$523K Buy
+5,000
New +$469K 0.04% 221
2016
Q4 		– Sell
-18,000
Closed -$1.68M – 266
2016
Q3 		$1.68M Sell
18,000
-2,056
-10% -$195K 0.16% 166
2016
Q2 		$1.81M Buy
+20,056
New +$1.83M 0.22% 114

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

Lombard Odier Asset Management (USA)'s KSU Position: Q4 2021 in Review

Lombard Odier Asset Management (USA) sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 8,000 shares — an estimated $2.17M sold.

Lombard Odier Asset Management (USA) first reported a position in KSU in Q2 2016 and held it in 5 quarters. The position peaked at $2.17M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Lombard Odier Asset Management (USA) reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 8,000 Kansas City Southern shares in Q4 2021, an estimated $2.17M.
  • Lombard Odier Asset Management (USA) first reported a position in Kansas City Southern in Q2 2016 and held it in 5 quarters.
  • Lombard Odier Asset Management (USA)'s Kansas City Southern position peaked at $2.17M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2021, filed 14 Feb 2022.