MIFH
KSU

Migdal Insurance & Financial Holdings’s Kansas City Southern KSU Stock Holding History

Migdal Insurance & Financial Holdings’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
2018
Q4 		– Sell
-1,214
Closed -$138K – 828
2018
Q3 		$138K Buy
1,214
+620
+104% +$70.6K ﹤0.01% 563
2018
Q2 		$63K Buy
594
+584
+5,840% +$63.5K ﹤0.01% 585
2018
Q1 		$1K Buy
+10
New +$1.08K ﹤0.01% 688

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Migdal Insurance & Financial Holdings's KSU Position: Q4 2018 in Review

Migdal Insurance & Financial Holdings sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 1,214 shares — an estimated $138K sold.

Migdal Insurance & Financial Holdings first reported a position in KSU in Q1 2018 and held it in 3 quarters. The position peaked at $138K in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Migdal Insurance & Financial Holdings reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,214 Kansas City Southern shares in Q4 2018, an estimated $138K.
  • Migdal Insurance & Financial Holdings first reported a position in Kansas City Southern in Q1 2018 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Kansas City Southern position peaked at $138K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2018, filed 13 Feb 2019.