MIS
KSU

Morningstar Investment Services’s Kansas City Southern KSU Stock Holding History

Morningstar Investment Services’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
Q1 		– Sell
-3,229
Closed -$495K – 229
2019
Q4 		$495K Sell
3,229
-280
-8% -$41.1K 0.01% 148
2019
Q3 		$467K Sell
3,509
-23
-0.7% -$2.87K 0.01% 149
2019
Q2 		$430K Sell
3,532
-342
-9% -$40.9K 0.01% 170
2019
Q1 		$449K Sell
3,874
-551
-12% -$59.5K 0.01% 160
2018
Q4 		$422K Buy
4,425
+1,078
+32% +$109K 0.01% 159
2018
Q3 		$379K Buy
3,347
+791
+31% +$90.1K 0.01% 167
2018
Q2 		$271K Buy
+2,556
New +$278K 0.01% 192
2016
Q1 		– Sell
-30,966
Closed -$2.31M – 239
2015
Q4 		$2.31M Buy
+30,966
New +$2.65M 0.09% 136

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morningstar Investment Services's KSU Position: Q1 2020 in Review

Morningstar Investment Services sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 3,229 shares — an estimated $495K sold.

Morningstar Investment Services first reported a position in KSU in Q4 2015 and held it in 8 quarters. The position peaked at $2.31M in Q4 2015. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Morningstar Investment Services reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Morningstar Investment Services sold 3,229 Kansas City Southern shares in Q1 2020, an estimated $495K.
  • Morningstar Investment Services first reported a position in Kansas City Southern in Q4 2015 and held it in 8 quarters.
  • Morningstar Investment Services's Kansas City Southern position peaked at $2.31M in Q4 2015.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Morningstar Investment Services's 13F filing for Q1 2020, filed 4 May 2020.