Lourd Capital’s Kansas City Southern KSU Stock Holding History

Lourd Capital’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
2018 Q4	–	Sell	-1,800	Closed	-$204K	–	347
2018 Q3	$204K	Buy	+1,800	New	+$205K	0.01%	311

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lourd Capital's KSU Position: Q4 2018 in Review

Lourd Capital sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 1,800 shares — an estimated $204K sold.

Lourd Capital first reported a position in KSU in Q3 2018 and held it in 1 quarter. The position peaked at $204K in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

Lourd Capital reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
Lourd Capital sold 1,800 Kansas City Southern shares in Q4 2018, an estimated $204K.
Lourd Capital first reported a position in Kansas City Southern in Q3 2018 and held it in 1 quarter.
Lourd Capital's Kansas City Southern position peaked at $204K in Q3 2018.
573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.