MassMutual Private Wealth & Trust’s Kansas City Southern KSU Stock Holding History

MassMutual Private Wealth & Trust’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	-295	Closed	-$80K	–	1518
2021 Q3	$80K	Buy	295 +4	+1%	+$1.11K	﹤0.01%	424
2021 Q2	$82K	Buy	291 +272	+1,432%	+$78.5K	﹤0.01%	420
2021 Q1	$5K	Buy	+19	New	+$4.13K	﹤0.01%	740
2020 Q3	–	Sell	-18	Closed	-$3K	–	841
2020 Q2	$3K	Buy	+18	New	+$2.53K	﹤0.01%	648
2018 Q1	–	Sell	-214	Closed	-$22.5K	–	1099
2017 Q4	$22.5K	Buy	+214	New	+$22.8K	﹤0.01%	527
2016 Q1	–	Sell	-24	Closed	-$1.79K	–	923
2015 Q4	$1.79K	Buy	+24	New	+$2.05K	﹤0.01%	667

Other funds holding KSU

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

MassMutual Private Wealth & Trust's KSU Position: Q4 2021 in Review

MassMutual Private Wealth & Trust sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 295 shares — an estimated $80K sold.

MassMutual Private Wealth & Trust first reported a position in KSU in Q4 2015 and held it in 6 quarters. The position peaked at $82K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

MassMutual Private Wealth & Trust reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 295 Kansas City Southern shares in Q4 2021, an estimated $80K.
MassMutual Private Wealth & Trust first reported a position in Kansas City Southern in Q4 2015 and held it in 6 quarters.
MassMutual Private Wealth & Trust's Kansas City Southern position peaked at $82K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2021, filed 9 Feb 2022.