MC
KSU

Moors & Cabot’s Kansas City Southern KSU Stock Holding History

Moors & Cabot’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
-1,040
Closed -$281K – 977
2021
Q3 		$281K Sell
1,040
-50
-5% -$13.9K 0.02% 620
2021
Q2 		$309K Sell
1,090
-246
-18% -$71K 0.02% 558
2021
Q1 		$353K Sell
1,336
-1,896
-59% -$412K 0.03% 492
2020
Q4 		$653K Buy
3,232
+167
+5% +$31.4K 0.05% 300
2020
Q3 		$554K Buy
3,065
+200
+7% +$34.6K 0.05% 313
2020
Q2 		$422K Buy
2,865
+297
+12% +$41.8K 0.04% 351
2020
Q1 		$326K Sell
2,568
-3,104
-55% -$474K 0.05% 348
2019
Q4 		$870K Sell
5,672
-1,087
-16% -$160K 0.09% 224
2019
Q3 		$900K Buy
6,759
+141
+2% +$17.6K 0.1% 210
2019
Q2 		$798K Buy
6,618
+390
+6% +$46.7K 0.1% 216
2019
Q1 		$726K Buy
6,228
+335
+6% +$36.2K 0.1% 217
2018
Q4 		$565K Buy
5,893
+1,591
+37% +$162K 0.09% 233
2018
Q3 		$489K Hold
4,302
– – 0.06% 313
2018
Q2 		$455K Sell
4,302
-125
-3% -$13.6K 0.06% 323
2018
Q1 		$486K Buy
4,427
+551
+14% +$59.7K 0.06% 332
2017
Q4 		$410K Hold
3,876
– – 0.05% 357
2017
Q3 		$419K Sell
3,876
-401
-9% -$42.1K 0.06% 337
2017
Q2 		$447K Buy
4,277
+51
+1% +$4.78K 0.07% 313
2017
Q1 		$362K Buy
4,226
+275
+7% +$23.6K 0.06% 343
2016
Q4 		$333K Hold
3,951
– – 0.05% 358
2016
Q3 		$369K Hold
3,951
– – 0.06% 333
2016
Q2 		$364K Hold
3,951
– – 0.06% 323
2016
Q1 		$338K Buy
3,951
+476
+14% +$37.1K 0.06% 323
2015
Q4 		$258K Sell
3,475
-50
-1% -$4.27K 0.05% 391
2015
Q3 		$326K Buy
3,525
+275
+8% +$25.9K 0.06% 340
2015
Q2 		$301K Buy
+3,250
New +$321K 0.05% 384

Other funds holding KSU

Kovitz Investment Group Partners
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

Moors & Cabot's KSU Position: Q4 2021 in Review

Moors & Cabot sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,040 shares — an estimated $281K sold.

Moors & Cabot first reported a position in KSU in Q2 2015 and held it in 26 quarters. The position peaked at $900K in Q3 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Moors & Cabot reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Moors & Cabot sold 1,040 Kansas City Southern shares in Q4 2021, an estimated $281K.
  • Moors & Cabot first reported a position in Kansas City Southern in Q2 2015 and held it in 26 quarters.
  • Moors & Cabot's Kansas City Southern position peaked at $900K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Moors & Cabot's 13F filing for Q4 2021, filed 14 Feb 2022.