MA
KSU

MUFG Americas’s Kansas City Southern KSU Stock Holding History

MUFG Americas’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
-260
Closed -$70K – 894
2021
Q3 		$70K Sell
260
-39
-13% -$10.9K ﹤0.01% 483
2021
Q2 		$85K Sell
299
-85
-22% -$24.5K ﹤0.01% 439
2021
Q1 		$101K Sell
384
-119
-24% -$25.9K ﹤0.01% 448
2020
Q4 		$103K Buy
503
+3
+0.6% +$563 ﹤0.01% 447
2020
Q3 		$90K Hold
500
– – ﹤0.01% 439
2020
Q2 		$75K Hold
500
– – ﹤0.01% 454
2020
Q1 		$64K Sell
500
-73
-13% -$11.1K ﹤0.01% 470
2019
Q4 		$88K Hold
573
– – ﹤0.01% 475
2019
Q3 		$76K Buy
573
+245
+75% +$30.5K ﹤0.01% 482
2019
Q2 		$40K Hold
328
– – ﹤0.01% 553
2019
Q1 		$38K Sell
328
-121
-27% -$13.1K ﹤0.01% 548
2018
Q4 		$43K Hold
449
– – ﹤0.01% 502
2018
Q3 		$51K Hold
449
– – ﹤0.01% 518
2018
Q2 		$48K Buy
+449
New +$48.8K ﹤0.01% 542
2015
Q3 		– Sell
-1,990
Closed -$181K – 1259
2015
Q2 		$181K Buy
1,990
+1,790
+895% +$177K 0.01% 473
2015
Q1 		$20K Hold
200
– – ﹤0.01% 815
2014
Q4 		$24K Hold
200
– – ﹤0.01% 797
2014
Q3 		$24K Sell
200
-365
-65% -$41.6K ﹤0.01% 795
2014
Q2 		$61K Sell
565
-2,219
-80% -$229K ﹤0.01% 639
2014
Q1 		$284K Sell
2,784
-6,754
-71% -$697K 0.01% 444
2013
Q4 		$1.18M Buy
9,538
+165
+2% +$19.7K 0.04% 260
2013
Q3 		$1.03M Sell
9,373
-10,207
-52% -$1.12M 0.04% 289
2013
Q2 		$2.08M Buy
+19,580
New +$2.13M 0.04% 362

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

MUFG Americas's KSU Position: Q4 2021 in Review

MUFG Americas sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 260 shares — an estimated $70K sold.

MUFG Americas first reported a position in KSU in Q2 2013 and held it in 23 quarters. The position peaked at $2.08M in Q2 2013. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • MUFG Americas reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • MUFG Americas sold 260 Kansas City Southern shares in Q4 2021, an estimated $70K.
  • MUFG Americas first reported a position in Kansas City Southern in Q2 2013 and held it in 23 quarters.
  • MUFG Americas's Kansas City Southern position peaked at $2.08M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on MUFG Americas's 13F filing for Q4 2021, filed 9 Feb 2022.