Loomis, Sayles & Company’s Kansas City Southern KSU Stock Holding History

Loomis, Sayles & Company’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	-76	Closed	-$21K	–	939
2021 Q3	$21K	Buy	76 +29	+62%	+$8.07K	﹤0.01%	694
2021 Q2	$13K	Hold	47	–	–	﹤0.01%	728
2021 Q1	$12K	Buy	+47	New	+$10.2K	﹤0.01%	742
2020 Q4	–	Sell	-422	Closed	-$76K	–	842
2020 Q3	$76K	Hold	422	–	–	﹤0.01%	548
2020 Q2	$63K	Sell	422 -100	-19%	-$14.1K	﹤0.01%	540
2020 Q1	$67K	Sell	522 -321	-38%	-$49K	﹤0.01%	548
2019 Q4	$129K	Buy	843 +368	+77%	+$54K	﹤0.01%	554
2019 Q3	$63K	Buy	+475	New	+$59.2K	﹤0.01%	612
2014 Q1	–	Sell	-35,042	Closed	-$4.34M	–	788
2013 Q4	$4.34M	Buy	35,042 +852	+2%	+$102K	0.01%	553
2013 Q3	$3.74M	Sell	34,190 -5,197	-13%	-$571K	0.01%	556
2013 Q2	$4.17K	Buy	+39,387	New	+$4.28M	0.01%	535

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

Loomis, Sayles & Company's KSU Position: Q4 2021 in Review

Loomis, Sayles & Company sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 76 shares — an estimated $21K sold.

Loomis, Sayles & Company first reported a position in KSU in Q2 2013 and held it in 11 quarters. The position peaked at $4.34M in Q4 2013. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Loomis, Sayles & Company reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Loomis, Sayles & Company sold 76 Kansas City Southern shares in Q4 2021, an estimated $21K.
Loomis, Sayles & Company first reported a position in Kansas City Southern in Q2 2013 and held it in 11 quarters.
Loomis, Sayles & Company's Kansas City Southern position peaked at $4.34M in Q4 2013.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Loomis, Sayles & Company's 13F filing for Q4 2021, filed 14 Feb 2022.