MPA
KSU

Marvin & Palmer Associates’s Kansas City Southern KSU Stock Holding History

Marvin & Palmer Associates’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
-49,630
Closed -$10.1M – 39
2020
Q4 		$10.1M Buy
49,630
+9,170
+23% +$1.72M 4.01% 11
2020
Q3 		$7.32M Buy
40,460
+435
+1% +$75.3K 3.86% 14
2020
Q2 		$5.97M Buy
40,025
+7,084
+22% +$996K 3.6% 15
2020
Q1 		$4.19M Sell
32,941
-14,481
-31% -$2.21M 4% 12
2019
Q4 		$7.26M Sell
47,422
-1,138
-2% -$167K 4.28% 9
2019
Q3 		$6.46M Buy
+48,560
New +$6.05M 4.25% 11

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 $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marvin & Palmer Associates's KSU Position: Q1 2021 in Review

Marvin & Palmer Associates sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 49,630 shares — an estimated $10.1M sold.

Marvin & Palmer Associates first reported a position in KSU in Q3 2019 and held it in 6 quarters. The position peaked at $10.1M in Q4 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Marvin & Palmer Associates reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Marvin & Palmer Associates sold 49,630 Kansas City Southern shares in Q1 2021, an estimated $10.1M.
  • Marvin & Palmer Associates first reported a position in Kansas City Southern in Q3 2019 and held it in 6 quarters.
  • Marvin & Palmer Associates's Kansas City Southern position peaked at $10.1M in Q4 2020.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Marvin & Palmer Associates's 13F filing for Q1 2021, filed 24 Jun 2021.