MSL
KSU

Mackay Shields LLC’s Kansas City Southern KSU Stock Holding History

Mackay Shields LLC’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
-14,057
Closed -$3.81M – 734
2021
Q3 		$3.81M Sell
14,057
-402
-3% -$112K 0.04% 401
2021
Q2 		$4.1M Sell
14,459
-766
-5% -$221K 0.04% 384
2021
Q1 		$4.02M Sell
15,225
-578
-4% -$126K 0.03% 532
2020
Q4 		$3.23M Sell
15,803
-259
-2% -$48.6K 0.02% 638
2020
Q3 		$2.9M Buy
16,062
+553
+4% +$95.8K 0.02% 625
2020
Q2 		$2.31M Buy
15,509
+530
+4% +$74.5K 0.02% 687
2020
Q1 		$1.91M Sell
14,979
-612
-4% -$93.4K 0.02% 687
2019
Q4 		$2.39M Sell
15,591
-2,065
-12% -$303K 0.02% 798
2019
Q3 		$2.35M Sell
17,656
-40
-0.2% -$4.99K 0.01% 838
2019
Q2 		$2.16M Buy
17,696
+2,777
+19% +$332K 0.01% 871
2019
Q1 		$1.73M Sell
14,919
-1,501
-9% -$162K 0.01% 762
2018
Q4 		$1.57M Buy
16,420
+127
+0.8% +$12.9K 0.01% 755
2018
Q3 		$1.85M Sell
16,293
-312
-2% -$35.5K 0.01% 722
2018
Q2 		$1.76M Sell
16,605
-824
-5% -$89.6K 0.01% 802
2018
Q1 		$1.92M Buy
+17,429
New +$1.89M 0.01% 796

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

Mackay Shields LLC's KSU Position: Q4 2021 in Review

Mackay Shields LLC sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 14,057 shares — an estimated $3.81M sold.

Mackay Shields LLC first reported a position in KSU in Q1 2018 and held it in 15 quarters. The position peaked at $4.1M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Mackay Shields LLC reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 14,057 Kansas City Southern shares in Q4 2021, an estimated $3.81M.
  • Mackay Shields LLC first reported a position in Kansas City Southern in Q1 2018 and held it in 15 quarters.
  • Mackay Shields LLC's Kansas City Southern position peaked at $4.1M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Mackay Shields LLC's 13F filing for Q4 2021, filed 4 Feb 2022.