NewEdge Wealth’s Kansas City Southern KSU Stock Holding History

NewEdge Wealth’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 Q2	–	Sell	-2,772	Closed	-$731K	–	334
2021 Q1	$731K	Buy	+2,772	New	+$603K	0.07%	190

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Wealth's KSU Position: Q2 2021 in Review

NewEdge Wealth sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 2,772 shares — an estimated $731K sold.

NewEdge Wealth first reported a position in KSU in Q1 2021 and held it in 1 quarter. The position peaked at $731K in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

NewEdge Wealth reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
NewEdge Wealth sold 2,772 Kansas City Southern shares in Q2 2021, an estimated $731K.
NewEdge Wealth first reported a position in Kansas City Southern in Q1 2021 and held it in 1 quarter.
NewEdge Wealth's Kansas City Southern position peaked at $731K in Q1 2021.
775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on NewEdge Wealth's 13F filing for Q2 2021, filed 11 Aug 2021.