Marlowe Partners’s Kansas City Southern KSU Stock Holding History

Marlowe 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
2021 Q1	–	Sell	-43,334	Closed	-$8.85M	–	12
2020 Q4	$8.85M	Sell	43,334 -12,606	-23%	-$2.37M	4.74%	9
2020 Q3	$10.1M	Sell	55,940 -8,426	-13%	-$1.46M	5.88%	8
2020 Q2	$9.61M	Hold	64,366	–	–	5.71%	8
2020 Q1	$8.19M	Sell	64,366 -12,048	-16%	-$1.84M	5.54%	9
2019 Q4	$11.7M	Sell	76,414 -10,019	-12%	-$1.47M	6.08%	8
2019 Q3	$11.5M	Buy	86,433 +8,500	+11%	+$1.06M	6.27%	8
2019 Q2	$9.49M	Buy	77,933 +6,732	+9%	+$806K	5.49%	9
2019 Q1	$8.26M	Buy	71,201 +32,971	+86%	+$3.56M	5.73%	7
2018 Q4	$3.65M	Buy	+38,230	New	+$3.88M	3.28%	7
2017 Q4	–	Sell	-137,927	Closed	-$15M	–	10
2017 Q3	$15M	Sell	137,927 -12,283	-8%	-$1.29M	10.31%	5
2017 Q2	$15.7M	Buy	+150,210	New	+$14.1M	9.77%	4

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marlowe Partners's KSU Position: Q1 2021 in Review

Marlowe Partners sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 43,334 shares — an estimated $8.85M sold.

Marlowe Partners first reported a position in KSU in Q2 2017 and held it in 11 quarters. The position peaked at $15.7M in Q2 2017. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

Marlowe Partners reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
Marlowe Partners sold 43,334 Kansas City Southern shares in Q1 2021, an estimated $8.85M.
Marlowe Partners first reported a position in Kansas City Southern in Q2 2017 and held it in 11 quarters.
Marlowe Partners's Kansas City Southern position peaked at $15.7M in Q2 2017.
784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Marlowe Partners's 13F filing for Q1 2021, filed 14 May 2021.