M&G Investment Management’s Kansas City Southern KSU Stock Holding History

M&G Investment Management’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	-97,474	Closed	-$26.4K	–	796
2021 Q3	$26.4K	Buy	97,474 +50,375	+107%	+$14M	0.06%	176
2021 Q2	$13.3K	Buy	+47,099	New	+$13.6M	0.03%	236
2020 Q3	–	Sell	-4,819	Closed	-$718K	–	473
2020 Q2	$718K	Sell	4,819 -532	-10%	-$74.8K	0.01%	321
2020 Q1	$680K	Buy	+5,351	New	+$816K	0.01%	316

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

M&G Investment Management's KSU Position: Q4 2021 in Review

M&G Investment Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 97,474 shares — an estimated $26.4K sold.

M&G Investment Management first reported a position in KSU in Q1 2020 and held it in 4 quarters. The position peaked at $718K in Q2 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

M&G Investment Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
M&G Investment Management sold 97,474 Kansas City Southern shares in Q4 2021, an estimated $26.4K.
M&G Investment Management first reported a position in Kansas City Southern in Q1 2020 and held it in 4 quarters.
M&G Investment Management's Kansas City Southern position peaked at $718K in Q2 2020.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on M&G Investment Management's 13F filing for Q4 2021, filed 18 Jan 2022.