Nisa Investment Advisors
KSU

Nisa Investment Advisors’s Kansas City Southern KSU Stock Holding History

Nisa Investment Advisors’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
-46,955
Closed -$12.7K – 2378
2021
Q3 		$12.7K Hold
46,955
– – 0.08% 234
2021
Q2 		$13.3K Sell
46,955
-3,200
-6% -$924K 0.08% 217
2021
Q1 		$13.2K Sell
50,155
-4,120
-8% -$896K 0.08% 228
2020
Q4 		$11.1M Buy
54,275
+2,550
+5% +$479K 0.07% 260
2020
Q3 		$9.35M Buy
51,725
+3,000
+6% +$519K 0.08% 244
2020
Q2 		$7.27M Hold
48,725
– – 0.07% 266
2020
Q1 		$6.2M Buy
48,725
+1,700
+4% +$259K 0.07% 259
2019
Q4 		$7.2M Sell
47,025
-3,800
-7% -$558K 0.06% 295
2019
Q3 		$6.76M Hold
50,825
– – 0.06% 299
2019
Q2 		$6.19M Hold
50,825
– – 0.06% 312
2019
Q1 		$5.89M Hold
50,825
– – 0.06% 318
2018
Q4 		$4.85M Buy
50,825
+400
+0.8% +$40.6K 0.05% 334
2018
Q3 		$5.71M Sell
50,425
-1,600
-3% -$182K 0.05% 339
2018
Q2 		$5.51M Sell
52,025
-1,735
-3% -$189K 0.06% 320
2018
Q1 		$5.82M Hold
53,760
– – 0.06% 298
2017
Q4 		$5.66M Sell
53,760
-200
-0.4% -$21.3K 0.06% 306
2017
Q3 		$5.86M Sell
53,960
-650
-1% -$68.2K 0.07% 298
2017
Q2 		$5.61M Sell
54,610
-2,100
-4% -$197K 0.07% 305
2017
Q1 		$4.86M Sell
56,710
-1,590
-3% -$136K 0.06% 339
2016
Q4 		$4.95M Sell
58,300
-2,000
-3% -$176K 0.06% 322
2016
Q3 		$5.63M Buy
60,300
+300
+0.5% +$28.4K 0.07% 290
2016
Q2 		$5.41M Buy
60,000
+2,320
+4% +$211K 0.07% 287
2016
Q1 		$4.93M Sell
57,680
-3,700
-6% -$289K 0.07% 300
2015
Q4 		$4.58M Sell
61,380
-2,050
-3% -$175K 0.07% 296
2015
Q3 		$5.78M Sell
63,430
-1,300
-2% -$123K 0.09% 233
2015
Q2 		$5.9M Sell
64,730
-4,910
-7% -$485K 0.08% 240
2015
Q1 		$7.11M Buy
69,640
+9,110
+15% +$1.03M 0.1% 215
2014
Q4 		$7.39M Sell
60,530
-1,800
-3% -$215K 0.1% 206
2014
Q3 		$7.55M Buy
62,330
+800
+1% +$91.2K 0.11% 192
2014
Q2 		$6.62M Sell
61,530
-6,700
-10% -$692K 0.09% 218
2014
Q1 		$6.96M Buy
68,230
+1,650
+2% +$170K 0.1% 201
2013
Q4 		$8.24M Sell
66,580
-2,950
-4% -$353K 0.12% 173
2013
Q3 		$7.6M Buy
69,530
+1,800
+3% +$198K 0.12% 170
2013
Q2 		$7.18M Buy
+67,730
New +$7.37M 0.11% 178

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

Nisa Investment Advisors's KSU Position: Q4 2021 in Review

Nisa Investment Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 46,955 shares — an estimated $12.7K sold.

Nisa Investment Advisors first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $11.1M in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Nisa Investment Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Nisa Investment Advisors sold 46,955 Kansas City Southern shares in Q4 2021, an estimated $12.7K.
  • Nisa Investment Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Nisa Investment Advisors's Kansas City Southern position peaked at $11.1M in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Nisa Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.