Morgan Stanley
KSU

Morgan Stanley’s Kansas City Southern KSU Stock Holding History

Morgan Stanley’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
-1,379,160
Closed -$373M – 8359
2021
Q3 		$373M Buy
1,379,160
+201,536
+17% +$56.1M 0.05% 338
2021
Q2 		$334M Sell
1,177,624
-213,048
-15% -$61.5M 0.04% 373
2021
Q1 		$367M Buy
1,390,672
+813,926
+141% +$177M 0.05% 306
2020
Q4 		$118M Buy
576,746
+100,281
+21% +$18.8M 0.02% 645
2020
Q3 		$86.2M Buy
476,465
+95,150
+25% +$16.5M 0.02% 649
2020
Q2 		$56.9M Buy
381,315
+64,228
+20% +$9.03M 0.01% 783
2020
Q1 		$40.3M Sell
317,087
-177,394
-36% -$27.1M 0.01% 842
2019
Q4 		$75.7M Buy
494,481
+124,494
+34% +$18.3M 0.02% 723
2019
Q3 		$49.2M Sell
369,987
-19,942
-5% -$2.49M 0.01% 865
2019
Q2 		$47.5M Sell
389,929
-29,793
-7% -$3.57M 0.01% 879
2019
Q1 		$48.7M Sell
419,722
-170,799
-29% -$18.4M 0.01% 854
2018
Q4 		$56.4M Sell
590,521
-409,234
-41% -$41.5M 0.02% 756
2018
Q3 		$113M Buy
999,755
+257,695
+35% +$29.4M 0.03% 552
2018
Q2 		$78.6M Buy
742,060
+217,309
+41% +$23.6M 0.02% 688
2018
Q1 		$57.6M Sell
524,751
-413,506
-44% -$44.8M 0.02% 838
2017
Q4 		$98.7M Buy
938,257
+329,937
+54% +$35.2M 0.03% 599
2017
Q3 		$66.1M Buy
608,320
+44,385
+8% +$4.65M 0.02% 755
2017
Q2 		$59M Sell
563,935
-148,536
-21% -$13.9M 0.02% 820
2017
Q1 		$61.1M Buy
712,471
+100,612
+16% +$8.62M 0.02% 796
2016
Q4 		$51.9M Sell
611,859
-281,367
-32% -$24.8M 0.02% 854
2016
Q3 		$83.4M Sell
893,226
-233,547
-21% -$22.1M 0.03% 592
2016
Q2 		$102M Sell
1,126,773
-4,030,990
-78% -$367M 0.04% 501
2016
Q1 		$441M Buy
5,157,763
+1,265,570
+33% +$98.7M 0.17% 140
2015
Q4 		$291M Buy
3,892,193
+1,629,058
+72% +$139M 0.11% 217
2015
Q3 		$206M Sell
2,263,135
-252,515
-10% -$23.8M 0.08% 281
2015
Q2 		$229M Buy
2,515,650
+1,947,778
+343% +$192M 0.08% 281
2015
Q1 		$58M Sell
567,872
-63,350
-10% -$7.18M 0.02% 763
2014
Q4 		$77M Sell
631,222
-146,546
-19% -$17.5M 0.03% 633
2014
Q3 		$94.3M Buy
777,768
+19,047
+3% +$2.17M 0.04% 537
2014
Q2 		$81.6M Sell
758,721
-214,057
-22% -$22.1M 0.03% 583
2014
Q1 		$99.3M Buy
972,778
+365,195
+60% +$37.7M 0.04% 480
2013
Q4 		$75.2M Buy
607,583
+210,984
+53% +$25.2M 0.03% 557
2013
Q3 		$43.4M Buy
396,599
+131,711
+50% +$14.5M 0.02% 751
2013
Q2 		$28.1M Buy
+264,888
New +$28.8M 0.01% 946

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

Morgan Stanley's KSU Position: Q4 2021 in Review

Morgan Stanley sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,379,160 shares — an estimated $373M sold.

Morgan Stanley first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $441M in Q1 2016. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Morgan Stanley reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Morgan Stanley sold 1,379,160 Kansas City Southern shares in Q4 2021, an estimated $373M.
  • Morgan Stanley first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Morgan Stanley's Kansas City Southern position peaked at $441M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Morgan Stanley's 13F filing for Q4 2021, filed 14 Feb 2022.