Neo Ivy Capital Management’s Kansas City Southern KSU Stock Holding History

Neo Ivy 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	-2,401	Closed	-$358K	–	673
2021 Q3	$358K	Buy	+2,401	New	+$669K	0.41%	88
2020 Q3	–	Sell	-2,401	Closed	-$358K	–	659
2020 Q2	$358K	Buy	2,401 +1,910	+389%	+$269K	0.41%	88
2020 Q1	$62K	Buy	+491	New	+$74.9K	0.1%	284

Other funds holding KSU

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

Neo Ivy Capital Management's KSU Position: Q4 2021 in Review

Neo Ivy Capital Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,401 shares — an estimated $358K sold.

Neo Ivy Capital Management first reported a position in KSU in Q1 2020 and held it in 3 quarters. The position peaked at $358K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Neo Ivy Capital Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Neo Ivy Capital Management sold 2,401 Kansas City Southern shares in Q4 2021, an estimated $358K.
Neo Ivy Capital Management first reported a position in Kansas City Southern in Q1 2020 and held it in 3 quarters.
Neo Ivy Capital Management's Kansas City Southern position peaked at $358K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Neo Ivy Capital Management's 13F filing for Q4 2021, filed 15 Feb 2022.