LPL Financial
KSU

LPL Financial’s Kansas City Southern KSU Stock Holding History

LPL Financial’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
-17,191
Closed -$4.65M – 4517
2021
Q3 		$4.65M Sell
17,191
-1,394
-8% -$388K ﹤0.01% 1447
2021
Q2 		$5.27M Buy
18,585
+1,734
+10% +$501K 0.01% 1312
2021
Q1 		$4.45M Sell
16,851
-23
-0.1% -$5K 0.01% 1310
2020
Q4 		$3.44M Buy
16,874
+1,239
+8% +$233K ﹤0.01% 1330
2020
Q3 		$2.83M Sell
15,635
-129
-0.8% -$22.3K ﹤0.01% 1274
2020
Q2 		$2.35M Buy
15,764
+922
+6% +$130K ﹤0.01% 1271
2020
Q1 		$1.89M Sell
14,842
-391
-3% -$59.7K ﹤0.01% 1220
2019
Q4 		$2.33M Sell
15,233
-1,234
-7% -$181K ﹤0.01% 1256
2019
Q3 		$2.19M Buy
16,467
+1,397
+9% +$174K ﹤0.01% 1201
2019
Q2 		$1.84M Sell
15,070
-1,531
-9% -$183K ﹤0.01% 1301
2019
Q1 		$1.93M Buy
16,601
+47
+0.3% +$5.08K ﹤0.01% 1204
2018
Q4 		$1.58M Sell
16,554
-3,746
-18% -$380K ﹤0.01% 1209
2018
Q3 		$2.3M Sell
20,300
-301
-1% -$34.3K 0.01% 1091
2018
Q2 		$2.18M Buy
20,601
+5,732
+39% +$623K 0.01% 1084
2018
Q1 		$1.63M Sell
14,869
-3,013
-17% -$326K ﹤0.01% 1249
2017
Q4 		$1.88M Sell
17,882
-450
-2% -$48K 0.01% 1112
2017
Q3 		$1.99M Sell
18,332
-3,646
-17% -$382K 0.01% 995
2017
Q2 		$2.3M Buy
21,978
+10,786
+96% +$1.01M 0.01% 850
2017
Q1 		$963K Sell
11,192
-14,382
-56% -$1.23M 0.01% 1294
2016
Q4 		$2.07M Buy
25,574
+11,832
+86% +$1.04M 0.02% 779
2016
Q3 		$1.27M Sell
13,742
-826
-6% -$78.2K 0.01% 1023
2016
Q2 		$1.29M Sell
14,568
-12,814
-47% -$1.17M 0.01% 1009
2016
Q1 		$2.37M Buy
27,382
+7,821
+40% +$610K 0.01% 1099
2015
Q4 		$1.45M Buy
19,561
+9,658
+98% +$825K ﹤0.01% 1389
2015
Q3 		$947K Sell
9,903
-923
-9% -$87.1K 0.01% 1279
2015
Q2 		$992K Sell
10,826
-2,989
-22% -$295K 0.01% 1371
2015
Q1 		$1.42M Sell
13,815
-10,569
-43% -$1.2M 0.01% 1106
2014
Q4 		$2.98M Sell
24,384
-2,486
-9% -$297K 0.02% 705
2014
Q3 		$3.14M Buy
26,870
+7,067
+36% +$806K 0.02% 643
2014
Q2 		$2.13M Sell
19,803
-2,815
-12% -$291K 0.01% 847
2014
Q1 		$2.31M Buy
22,618
+12,895
+133% +$1.33M 0.01% 760
2013
Q4 		$1.2M Buy
9,723
+72
+0.7% +$8.62K 0.01% 1118
2013
Q3 		$1.09M Buy
9,651
+3,245
+51% +$357K 0.01% 1141
2013
Q2 		$679K Buy
+6,406
New +$697K ﹤0.01% 1362

Other funds holding KSU

Kovitz Investment Group Partners
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

LPL Financial's KSU Position: Q4 2021 in Review

LPL Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 17,191 shares — an estimated $4.65M sold.

LPL Financial first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $5.27M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • LPL Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 17,191 Kansas City Southern shares in Q4 2021, an estimated $4.65M.
  • LPL Financial first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • LPL Financial's Kansas City Southern position peaked at $5.27M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.