MOACM
KSU

Mutual of America Capital Management’s Kansas City Southern KSU Stock Holding History

Mutual of America Capital Management’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
-11,978
Closed -$3.24M – 1668
2021
Q3 		$3.24M Buy
11,978
+71
+0.6% +$19.8K 0.03% 755
2021
Q2 		$3.37M Sell
11,907
-7,900
-40% -$2.28M 0.03% 749
2021
Q1 		$5.23M Buy
19,807
+1,356
+7% +$295K 0.05% 478
2020
Q4 		$3.77M Buy
18,451
+6,075
+49% +$1.14M 0.04% 614
2020
Q3 		$2.24M Sell
12,376
-659
-5% -$114K 0.03% 769
2020
Q2 		$1.95M Sell
13,035
-576
-4% -$81K 0.03% 838
2020
Q1 		$1.73M Buy
13,611
+98
+0.7% +$15K 0.03% 771
2019
Q4 		$2.07M Sell
13,513
-117
-0.9% -$17.2K 0.03% 890
2019
Q3 		$1.81M Buy
13,630
+98
+0.7% +$12.2K 0.03% 901
2019
Q2 		$1.65M Sell
13,532
-80
-0.6% -$9.57K 0.02% 956
2019
Q1 		$1.58M Buy
13,612
+136
+1% +$14.7K 0.02% 975
2018
Q4 		$1.29M Buy
13,476
+143
+1% +$14.5K 0.02% 987
2018
Q3 		$1.51M Sell
13,333
-29
-0.2% -$3.3K 0.02% 1006
2018
Q2 		$1.42M Buy
13,362
+44
+0.3% +$4.79K 0.02% 1022
2018
Q1 		$1.46M Buy
13,318
+241
+2% +$26.1K 0.02% 979
2017
Q4 		$1.38M Buy
13,077
+706
+6% +$75.3K 0.02% 1020
2017
Q3 		$1.34M Sell
12,371
-779
-6% -$81.7K 0.02% 987
2017
Q2 		$1.38M Sell
13,150
-972
-7% -$91.1K 0.02% 977
2017
Q1 		$1.21M Sell
14,122
-1,223
-8% -$105K 0.02% 1027
2016
Q4 		$1.3M Buy
15,345
+1,226
+9% +$108K 0.02% 962
2016
Q3 		$1.32M Sell
14,119
-655
-4% -$62K 0.03% 933
2016
Q2 		$1.33M Buy
14,774
+2,787
+23% +$254K 0.03% 903
2016
Q1 		$1.02M Sell
11,987
-397
-3% -$31K 0.02% 987
2015
Q4 		$925K Sell
12,384
-310
-2% -$26.5K 0.02% 1014
2015
Q3 		$1.15M Buy
12,694
+238
+2% +$22.5K 0.03% 917
2015
Q2 		$1.14M Buy
12,456
+24
+0.2% +$2.37K 0.02% 967
2015
Q1 		$1.27M Buy
12,432
+365
+3% +$41.4K 0.03% 920
2014
Q4 		$1.47M Sell
12,067
-16
-0.1% -$1.91K 0.03% 840
2014
Q3 		$1.46M Buy
12,083
+178
+1% +$20.3K 0.03% 832
2014
Q2 		$1.28M Buy
11,905
+131
+1% +$13.5K 0.03% 912
2014
Q1 		$1.2M Sell
11,774
-49
-0.4% -$5.05K 0.03% 913
2013
Q4 		$1.46M Buy
11,823
+255
+2% +$30.5K 0.04% 826
2013
Q3 		$1.26M Buy
11,568
+97
+0.8% +$10.7K 0.03% 841
2013
Q2 		$1.22M Buy
+11,471
New +$1.25M 0.04% 809

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Mutual of America Capital Management's KSU Position: Q4 2021 in Review

Mutual of America Capital Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 11,978 shares — an estimated $3.24M sold.

Mutual of America Capital Management first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $5.23M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Mutual of America Capital Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Mutual of America Capital Management sold 11,978 Kansas City Southern shares in Q4 2021, an estimated $3.24M.
  • Mutual of America Capital Management first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Mutual of America Capital Management's Kansas City Southern position peaked at $5.23M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Mutual of America Capital Management's 13F filing for Q4 2021, filed 3 Feb 2022.