Matthew Hamilton Rosenberg’s Kansas City Southern KSU Stock Holding History

Matthew Hamilton Rosenberg’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	-267	Closed	-$72K	–	745
2021 Q3	$72K	Buy	267 +67	+34%	+$18.7K	0.03%	340
2021 Q2	$57K	Hold	200	–	–	0.03%	342
2021 Q1	$53K	Hold	200	–	–	0.03%	338
2020 Q4	$41K	Hold	200	–	–	0.03%	352
2020 Q3	$36K	Hold	200	–	–	0.03%	342
2020 Q2	$30K	Buy	+200	New	+$28.1K	0.02%	366

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

Matthew Hamilton Rosenberg's KSU Position: Q4 2021 in Review

Matthew Hamilton Rosenberg sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 267 shares — an estimated $72K sold.

Matthew Hamilton Rosenberg first reported a position in KSU in Q2 2020 and held it in 6 quarters. The position peaked at $72K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Matthew Hamilton Rosenberg reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 267 Kansas City Southern shares in Q4 2021, an estimated $72K.
Matthew Hamilton Rosenberg first reported a position in Kansas City Southern in Q2 2020 and held it in 6 quarters.
Matthew Hamilton Rosenberg's Kansas City Southern position peaked at $72K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2021, filed 20 Jan 2022.