Montis Financial’s Kansas City Southern KSU Stock Holding History

Montis Financial’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	-1,201	Closed	-$332K	–	90
2021 Q3	$332K	Buy	1,201 +1	+0.1%	+$278	0.28%	38
2021 Q2	$340K	Sell	1,200 -126	-10%	-$36.4K	0.28%	44
2021 Q1	$354K	Buy	1,326 +126	+11%	+$27.4K	0.33%	43
2020 Q4	$242K	Buy	+1,200	New	+$225K	0.24%	57

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

Montis Financial's KSU Position: Q4 2021 in Review

Montis Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,201 shares — an estimated $332K sold.

Montis Financial first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $354K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Montis Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Montis Financial sold 1,201 Kansas City Southern shares in Q4 2021, an estimated $332K.
Montis Financial first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Montis Financial's Kansas City Southern position peaked at $354K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Montis Financial's 13F filing for Q4 2021, filed 24 Jan 2022.