MWA
KSU

Marshall Wace Asia’s Kansas City Southern KSU Stock Holding History

Marshall Wace Asia’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
2020
Q4 		– Sell
-128,224
Closed -$23.2M – 194
2020
Q3 		$23.2M Buy
+128,224
New +$22.2M 0.54% 60
2020
Q2 		– Sell
-44,986
Closed -$5.72M – 177
2020
Q1 		$5.72M Sell
44,986
-189,991
-81% -$29M 0.16% 46
2019
Q4 		$36M Sell
234,977
-177,609
-43% -$26.1M 0.89% 42
2019
Q3 		$54.9M Sell
412,586
-182,738
-31% -$22.8M 1.3% 36
2019
Q2 		$72.5M Sell
595,324
-30,918
-5% -$3.7M 1.77% 18
2019
Q1 		$72.6M Buy
+626,242
New +$67.6M 2.19% 17

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace Asia's KSU Position: Q4 2020 in Review

Marshall Wace Asia sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 128,224 shares — an estimated $23.2M sold.

Marshall Wace Asia first reported a position in KSU in Q1 2019 and held it in 6 quarters. The position peaked at $72.6M in Q1 2019. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Marshall Wace Asia reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace Asia sold 128,224 Kansas City Southern shares in Q4 2020, an estimated $23.2M.
  • Marshall Wace Asia first reported a position in Kansas City Southern in Q1 2019 and held it in 6 quarters.
  • Marshall Wace Asia's Kansas City Southern position peaked at $72.6M in Q1 2019.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Marshall Wace Asia's 13F filing for Q4 2020, filed 16 Feb 2021.