Moneta Group Investment Advisors’s Kansas City Southern KSU Stock Holding History

Moneta Group Investment Advisors’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 Q3	–	Sell	-30,751	Closed	-$8.71M	–	480
2021 Q2	$8.71M	Buy	+30,751	New	+$8.88M	0.4%	61
2018 Q1	–	Sell	-10	Closed	-$1K	–	736
2017 Q4	$1K	Buy	+10	New	+$1.07K	﹤0.01%	449
2015 Q4	–	Sell	-106	Closed	-$10K	–	459
2015 Q3	$10K	Buy	+106	New	+$10K	﹤0.01%	424

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moneta Group Investment Advisors's KSU Position: Q3 2021 in Review

Moneta Group Investment Advisors sold out of Kansas City Southern (KSU) in Q3 2021, closing a stake of 30,751 shares — an estimated $8.71M sold.

Moneta Group Investment Advisors first reported a position in KSU in Q3 2015 and held it in 3 quarters. The position peaked at $8.71M in Q2 2021. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

Moneta Group Investment Advisors reported no remaining Kansas City Southern position as of Q3 2021 after selling out during the quarter.
Moneta Group Investment Advisors sold 30,751 Kansas City Southern shares in Q3 2021, an estimated $8.71M.
Moneta Group Investment Advisors first reported a position in Kansas City Southern in Q3 2015 and held it in 3 quarters.
Moneta Group Investment Advisors's Kansas City Southern position peaked at $8.71M in Q2 2021.
733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.