Mackenzie Financial
KSU

Mackenzie Financial’s Kansas City Southern KSU Stock Holding History

Mackenzie 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
-6,766
Closed -$1.83M – 1536
2021
Q3 		$1.83M Buy
6,766
+1,625
+32% +$452K ﹤0.01% 771
2021
Q2 		$1.46M Sell
5,141
-195,208
-97% -$56.3M ﹤0.01% 787
2021
Q1 		$52.9M Sell
200,349
-29,686
-13% -$6.46M 0.08% 202
2020
Q4 		$47M Buy
230,035
+226,468
+6,349% +$42.5M 0.1% 186
2020
Q3 		$645K Sell
3,567
-1,601
-31% -$277K ﹤0.01% 748
2020
Q2 		$772K Sell
5,168
-73
-1% -$10.3K ﹤0.01% 721
2020
Q1 		$667K Buy
5,241
+576
+12% +$87.9K ﹤0.01% 749
2019
Q4 		$714K Buy
4,665
+415
+10% +$60.9K ﹤0.01% 796
2019
Q3 		$565K Sell
4,250
-47
-1% -$5.86K ﹤0.01% 811
2019
Q2 		$523K Sell
4,297
-83,149
-95% -$9.95M ﹤0.01% 852
2019
Q1 		$10.1M Sell
87,446
-12,290
-12% -$1.33M 0.02% 370
2018
Q4 		$9.52M Buy
99,736
+63,293
+174% +$6.43M 0.03% 375
2018
Q3 		$4.13M Sell
36,443
-7,491
-17% -$853K 0.01% 525
2018
Q2 		$4.66M Buy
43,934
+15,163
+53% +$1.65M 0.01% 468
2018
Q1 		$3.16M Buy
28,771
+21,288
+284% +$2.31M 0.01% 503
2017
Q4 		$787K Buy
7,483
+2,009
+37% +$214K ﹤0.01% 626
2017
Q3 		$595K Buy
5,474
+138
+3% +$14.5K ﹤0.01% 502
2017
Q2 		$558K Buy
+5,336
New +$500K ﹤0.01% 505
2017
Q1 		– Sell
-4,036
Closed -$342K – 717
2016
Q4 		$342K Buy
+4,036
New +$356K ﹤0.01% 546
2016
Q3 		– Sell
-100,546
Closed -$9.06M – 879
2016
Q2 		$9.06M Buy
100,546
+8,756
+10% +$797K 0.05% 258
2016
Q1 		$7.84M Sell
91,790
-29,080
-24% -$2.27M 0.07% 223
2015
Q4 		$9.03M Buy
120,870
+1,490
+1% +$127K 0.06% 256
2015
Q3 		$10.8M Buy
119,380
+19,130
+19% +$1.8M 0.07% 228
2015
Q2 		$9.14M Sell
100,250
-3,100
-3% -$306K 0.05% 260
2015
Q1 		$10.6M Buy
103,350
+8,560
+9% +$970K 0.06% 251
2014
Q4 		$11.6M Buy
94,790
+1,200
+1% +$144K 0.06% 231
2014
Q3 		$11.3M Sell
93,590
-24,790
-21% -$2.83M 0.06% 246
2014
Q2 		$12.7M Sell
118,380
-12,050
-9% -$1.24M 0.06% 238
2014
Q1 		$13.3M Sell
130,430
-84,866
-39% -$8.75M 0.07% 224
2013
Q4 		$26.7M Sell
215,296
-711
-0.3% -$85.1K 0.13% 159
2013
Q3 		$23.6M Buy
216,007
+6,115
+3% +$672K 0.12% 172
2013
Q2 		$22.2M Buy
+209,892
New +$22.8M 0.11% 187

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

Mackenzie Financial's KSU Position: Q4 2021 in Review

Mackenzie Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 6,766 shares — an estimated $1.83M sold.

Mackenzie Financial first reported a position in KSU in Q2 2013 and held it in 32 quarters. The position peaked at $52.9M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Mackenzie Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Mackenzie Financial sold 6,766 Kansas City Southern shares in Q4 2021, an estimated $1.83M.
  • Mackenzie Financial first reported a position in Kansas City Southern in Q2 2013 and held it in 32 quarters.
  • Mackenzie Financial's Kansas City Southern position peaked at $52.9M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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