MIP
KSU

Mondrian Investment Partners’s Kansas City Southern KSU Stock Holding History

Mondrian Investment Partners’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
2020
Q3 		– Sell
-380
Closed -$57K – 124
2020
Q2 		$57K Hold
380
– – ﹤0.01% 91
2020
Q1 		$48K Hold
380
– – ﹤0.01% 89
2019
Q4 		$58K Sell
380
-121
-24% -$17.8K ﹤0.01% 95
2019
Q3 		$67K Buy
501
+53
+12% +$6.61K ﹤0.01% 93
2019
Q2 		$55K Buy
+448
New +$53.6K ﹤0.01% 92

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mondrian Investment Partners's KSU Position: Q3 2020 in Review

Mondrian Investment Partners sold out of Kansas City Southern (KSU) in Q3 2020, closing a stake of 380 shares — an estimated $57K sold.

Mondrian Investment Partners first reported a position in KSU in Q2 2019 and held it in 5 quarters. The position peaked at $67K in Q3 2019. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Mondrian Investment Partners reported no remaining Kansas City Southern position as of Q3 2020 after selling out during the quarter.
  • Mondrian Investment Partners sold 380 Kansas City Southern shares in Q3 2020, an estimated $57K.
  • Mondrian Investment Partners first reported a position in Kansas City Southern in Q2 2019 and held it in 5 quarters.
  • Mondrian Investment Partners's Kansas City Southern position peaked at $67K in Q3 2019.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Mondrian Investment Partners's 13F filing for Q3 2020, filed 13 Nov 2020.