MVIP
KSU

Mar Vista Investment Partners’s Kansas City Southern KSU Stock Holding History

Mar Vista Investment Partners’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
-283,483
Closed -$32.1M – 54
2018
Q3 		$32.1M Buy
283,483
+76,583
+37% +$8.72M 0.94% 34
2018
Q2 		$21.9M Sell
206,900
-9,656
-4% -$1.05M 0.86% 35
2018
Q1 		$23.8M Sell
216,556
-7,384
-3% -$800K 0.95% 34
2017
Q4 		$23.6M Buy
223,940
+1,335
+0.6% +$142K 0.88% 35
2017
Q3 		$24.2M Sell
222,605
-1,620
-0.7% -$170K 1.01% 33
2017
Q2 		$23.5M Sell
224,225
-8,937
-4% -$838K 0.98% 33
2017
Q1 		$20M Sell
233,162
-475,101
-67% -$40.7M 0.83% 33
2016
Q4 		$60.1M Buy
708,263
+3,787
+0.5% +$334K 2.43% 22
2016
Q3 		$65.7M Buy
704,476
+203,963
+41% +$19.3M 2.69% 19
2016
Q2 		$45.1M Sell
500,513
-96,957
-16% -$8.83M 2.67% 18
2016
Q1 		$51.1M Sell
597,470
-16,329
-3% -$1.27M 3.14% 16
2015
Q4 		$45.8M Buy
613,799
+6,356
+1% +$543K 2.68% 18
2015
Q3 		$55.2M Buy
+607,443
New +$57.3M 3.32% 16

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mar Vista Investment Partners's KSU Position: Q4 2018 in Review

Mar Vista Investment Partners sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 283,483 shares — an estimated $32.1M sold.

Mar Vista Investment Partners first reported a position in KSU in Q3 2015 and held it in 13 quarters. The position peaked at $65.7M in Q3 2016. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Mar Vista Investment Partners reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Mar Vista Investment Partners sold 283,483 Kansas City Southern shares in Q4 2018, an estimated $32.1M.
  • Mar Vista Investment Partners first reported a position in Kansas City Southern in Q3 2015 and held it in 13 quarters.
  • Mar Vista Investment Partners's Kansas City Southern position peaked at $65.7M in Q3 2016.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Mar Vista Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.