Loring Wolcott & Coolidge Fiduciary Advisors’s Kansas City Southern KSU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-3,287	Closed	-$890K	–	783
2021 Q3	$890K	Hold	3,287	–	–	0.01%	173
2021 Q2	$931K	Sell	3,287 -340	-9%	-$98.1K	0.01%	177
2021 Q1	$957K	Sell	3,627 -42	-1%	-$9.13K	0.01%	160
2020 Q4	$749K	Buy	3,669 +69	+2%	+$13K	0.01%	174
2020 Q3	$651K	Hold	3,600	–	–	0.01%	170
2020 Q2	$537K	Hold	3,600	–	–	0.01%	175
2020 Q1	$458K	Hold	3,600	–	–	0.01%	181
2019 Q4	$551K	Buy	3,600 +140	+4%	+$20.5K	0.01%	196
2019 Q3	$460K	Hold	3,460	–	–	0.01%	206
2019 Q2	$421K	Buy	3,460 +42	+1%	+$5.03K	0.01%	210
2019 Q1	$396K	Hold	3,418	–	–	0.01%	207
2018 Q4	$326K	Hold	3,418	–	–	0.01%	223
2018 Q3	$387K	Hold	3,418	–	–	0.01%	219
2018 Q2	$362K	Hold	3,418	–	–	0.01%	226
2018 Q1	$375K	Hold	3,418	–	–	0.01%	218
2017 Q4	$360K	Hold	3,418	–	–	0.01%	228
2017 Q3	$371K	Buy	3,418 +17	+0.5%	+$1.78K	0.01%	219
2017 Q2	$351K	Hold	3,401	–	–	0.01%	217
2017 Q1	$292K	Hold	3,401	–	–	0.01%	234
2016 Q4	$289K	Hold	3,401	–	–	0.01%	233
2016 Q3	$317K	Hold	3,401	–	–	0.01%	224
2016 Q2	$306K	Hold	3,401	–	–	0.01%	221
2016 Q1	$291K	Buy	3,401 +2,590	+319%	+$202K	0.01%	220
2015 Q4	$61K	Hold	811	–	–	﹤0.01%	399
2015 Q3	$74K	Hold	811	–	–	﹤0.01%	383
2015 Q2	$74K	Hold	811	–	–	﹤0.01%	383
2015 Q1	$83K	Hold	811	–	–	﹤0.01%	383
2014 Q4	$99K	Hold	811	–	–	﹤0.01%	363
2014 Q3	$98K	Hold	811	–	–	﹤0.01%	346
2014 Q2	$87K	Sell	811 -1,025	-56%	-$106K	﹤0.01%	375
2014 Q1	$187K	Sell	1,836 -400	-18%	-$41.3K	0.01%	271
2013 Q4	$277K	Hold	2,236	–	–	0.01%	231
2013 Q3	$245K	Buy	2,236 +400	+22%	+$44K	0.01%	230
2013 Q2	$195K	Buy	+1,836	New	+$200K	0.01%	257

Other funds holding KSU

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

Loring Wolcott & Coolidge Fiduciary Advisors's KSU Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,287 shares — an estimated $890K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $957K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,287 Kansas City Southern shares in Q4 2021, an estimated $890K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Kansas City Southern position peaked at $957K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.