MML Investors Services’s Kansas City Southern KSU Stock Holding History

MML Investors Services’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	-1,068	Closed	-$289K	–	2088
2021 Q3	$289K	Sell	1,068 -605	-36%	-$168K	﹤0.01%	1666
2021 Q2	$474K	Sell	1,673 -433	-21%	-$125K	﹤0.01%	1356
2021 Q1	$556K	Buy	2,106 +346	+20%	+$75.3K	0.01%	1208
2020 Q4	$359K	Buy	1,760 +135	+8%	+$25.4K	﹤0.01%	1315
2020 Q3	$294K	Sell	1,625 -3,939	-71%	-$682K	﹤0.01%	1296
2020 Q2	$831K	Sell	5,564 -640	-10%	-$90K	0.01%	778
2020 Q1	$789K	Sell	6,204 -689	-10%	-$105K	0.01%	690
2019 Q4	$1.06M	Buy	+6,893	New	+$1.01M	0.02%	700

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

MML Investors Services's KSU Position: Q4 2021 in Review

MML Investors Services sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,068 shares — an estimated $289K sold.

MML Investors Services first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $1.06M in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

MML Investors Services reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
MML Investors Services sold 1,068 Kansas City Southern shares in Q4 2021, an estimated $289K.
MML Investors Services first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
MML Investors Services's Kansas City Southern position peaked at $1.06M in Q4 2019.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on MML Investors Services's 13F filing for Q4 2021, filed 14 Feb 2022.