MCM
KSU

Mitchell Capital Management’s Kansas City Southern KSU Stock Holding History

Mitchell Capital Management’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
-9,339
Closed -$2.46M – 157
2021
Q1 		$2.46M Buy
9,339
+1,166
+14% +$254K 0.6% 67
2020
Q4 		$1.67M Buy
8,173
+755
+10% +$142K 0.42% 79
2020
Q3 		$1.34M Buy
7,418
+391
+6% +$67.7K 0.39% 78
2020
Q2 		$1.05M Buy
+7,027
New +$988K 0.34% 84

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mitchell Capital Management's KSU Position: Q2 2021 in Review

Mitchell Capital Management sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 9,339 shares — an estimated $2.46M sold.

Mitchell Capital Management first reported a position in KSU in Q2 2020 and held it in 4 quarters. The position peaked at $2.46M in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • Mitchell Capital Management reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • Mitchell Capital Management sold 9,339 Kansas City Southern shares in Q2 2021, an estimated $2.46M.
  • Mitchell Capital Management first reported a position in Kansas City Southern in Q2 2020 and held it in 4 quarters.
  • Mitchell Capital Management's Kansas City Southern position peaked at $2.46M in Q1 2021.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Mitchell Capital Management's 13F filing for Q2 2021, filed 10 Aug 2021.