Miller Howard Investments’s Kansas City Southern KSU Stock Holding History

Miller Howard Investments’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	-8,981	Closed	-$2.43M	–	156
2021 Q3	$2.43M	Buy	8,981 +11	+0.1%	+$3.06K	0.1%	105
2021 Q2	$2.54M	Buy	8,970 +394	+5%	+$114K	0.1%	105
2021 Q1	$2.26M	Buy	8,576 +50	+0.6%	+$10.9K	0.1%	108
2020 Q4	$1.74M	Buy	+8,526	New	+$1.6M	0.08%	115

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

Miller Howard Investments's KSU Position: Q4 2021 in Review

Miller Howard Investments sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 8,981 shares — an estimated $2.43M sold.

Miller Howard Investments first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $2.54M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Miller Howard Investments reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Miller Howard Investments sold 8,981 Kansas City Southern shares in Q4 2021, an estimated $2.43M.
Miller Howard Investments first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Miller Howard Investments's Kansas City Southern position peaked at $2.54M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Miller Howard Investments's 13F filing for Q4 2021, filed 3 Feb 2022.