Northwestern Mutual Investment Management Company’s Kansas City Southern KSU Stock Holding History

Northwestern Mutual Investment Management Company’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	-4,606	Closed	-$1.25M	–	914
2021 Q3	$1.25M	Buy	4,606 +477	+12%	+$133K	0.03%	372
2021 Q2	$1.17M	Buy	4,129 +10	+0.2%	+$2.89K	0.02%	400
2021 Q1	$1.09M	Sell	4,119 -1,017	-20%	-$221K	0.02%	407
2020 Q4	$1.05M	Sell	5,136 -85	-2%	-$16K	0.01%	611
2020 Q3	$779K	Hold	5,221	–	–	0.01%	639
2020 Q2	$779K	Buy	5,221 +51	+1%	+$7.17K	0.01%	641
2020 Q1	$658K	Buy	5,170 +1,320	+34%	+$201K	0.01%	597
2019 Q4	$590K	Buy	3,850 +19	+0.5%	+$2.79K	0.01%	707
2019 Q3	$510K	Buy	3,831 +16	+0.4%	+$2K	0.01%	734
2019 Q2	$465K	Sell	3,815 -11,523	-75%	-$1.38M	0.01%	761
2019 Q1	$1.78M	Sell	15,338 -6	-0%	-$648	0.03%	410
2018 Q4	$1.47M	Sell	15,344 -2,532	-14%	-$257K	0.02%	451
2018 Q3	$2.02M	Sell	17,876 -1,772	-9%	-$202K	0.03%	427
2018 Q2	$2.08M	Buy	19,648 +890	+5%	+$96.8K	0.03%	434
2018 Q1	$2.06M	Sell	18,758 -4,629	-20%	-$502K	0.03%	419
2017 Q4	$2.46M	Sell	23,387 -248	-1%	-$26.4K	0.04%	406
2017 Q3	$2.57M	Sell	23,635 -709	-3%	-$74.4K	0.04%	377
2017 Q2	$2.55M	Buy	24,344 +2,786	+13%	+$261K	0.04%	376
2017 Q1	$1.85M	Buy	21,558 +9,205	+75%	+$789K	0.03%	429
2016 Q4	$1.05M	Buy	12,353 +1,670	+16%	+$147K	0.02%	476
2016 Q3	$997K	Buy	10,683 +6,553	+159%	+$621K	0.02%	450
2016 Q2	$372K	Sell	4,130 -3	-0.1%	-$273	0.01%	702
2016 Q1	$353K	Sell	4,133 -4	-0.1%	-$312	0.01%	723
2015 Q4	$309K	Buy	4,137 +52	+1%	+$4.44K	0.01%	647
2015 Q3	$371K	Buy	4,085 +2	+0%	+$189	0.01%	620
2015 Q2	$372K	Sell	4,083 -9,371	-70%	-$925K	0.01%	657
2015 Q1	$1.37M	Buy	+13,454	New	+$1.52M	0.03%	337

Other funds holding KSU

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

Northwestern Mutual Investment Management Company's KSU Position: Q4 2021 in Review

Northwestern Mutual Investment Management Company sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 4,606 shares — an estimated $1.25M sold.

Northwestern Mutual Investment Management Company first reported a position in KSU in Q1 2015 and held it in 27 quarters. The position peaked at $2.57M in Q3 2017. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Northwestern Mutual Investment Management Company reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Northwestern Mutual Investment Management Company sold 4,606 Kansas City Southern shares in Q4 2021, an estimated $1.25M.
Northwestern Mutual Investment Management Company first reported a position in Kansas City Southern in Q1 2015 and held it in 27 quarters.
Northwestern Mutual Investment Management Company's Kansas City Southern position peaked at $2.57M in Q3 2017.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q4 2021, filed 3 Feb 2022.