Mesirow Financial Investment Management - Fixed Income’s Kansas City Southern KSU Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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 Q2	–	Sell	-7,270	Closed	-$1.92M	–	151
2021 Q1	$1.92M	Sell	7,270 -580	-7%	-$126K	0.22%	110
2020 Q4	$1.6M	Hold	7,850	–	–	0.21%	118
2020 Q3	$1.42M	Sell	7,850 -710	-8%	-$123K	0.24%	107
2020 Q2	$1.28M	Buy	8,560 +910	+12%	+$128K	0.23%	108
2020 Q1	$973K	Sell	7,650 -2,415	-24%	-$368K	0.23%	100
2019 Q4	$1.54M	Sell	10,065 -2,610	-21%	-$383K	0.24%	101
2019 Q3	$1.69M	Buy	12,675 +1,180	+10%	+$147K	0.28%	84
2019 Q2	$1.4M	Sell	11,495 -2,065	-15%	-$247K	0.22%	97
2019 Q1	$1.57M	Buy	+13,560	New	+$1.46M	0.24%	82

Other funds holding KSU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's KSU Position: Q2 2021 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 7,270 shares — an estimated $1.92M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in KSU in Q1 2019 and held it in 9 quarters. The position peaked at $1.92M in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

Mesirow Financial Investment Management - Fixed Income reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 7,270 Kansas City Southern shares in Q2 2021, an estimated $1.92M.
Mesirow Financial Investment Management - Fixed Income first reported a position in Kansas City Southern in Q1 2019 and held it in 9 quarters.
Mesirow Financial Investment Management - Fixed Income's Kansas City Southern position peaked at $1.92M in Q1 2021.
775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q2 2021, filed 3 Aug 2021.