Northwestern Mutual Wealth Management
KSU

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

Northwestern Mutual Wealth 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
-2,024
Closed -$549K – 3441
2021
Q3 		$549K Buy
2,024
+166
+9% +$46.2K ﹤0.01% 953
2021
Q2 		$526K Sell
1,858
-180
-9% -$52K ﹤0.01% 966
2021
Q1 		$538K Sell
2,038
-111
-5% -$24.1K ﹤0.01% 892
2020
Q4 		$439K Sell
2,149
-387
-15% -$72.7K ﹤0.01% 873
2020
Q3 		$458K Buy
2,536
+289
+13% +$50K ﹤0.01% 772
2020
Q2 		$335K Buy
2,247
+46
+2% +$6.47K ﹤0.01% 809
2020
Q1 		$280K Buy
2,201
+580
+36% +$88.5K ﹤0.01% 788
2019
Q4 		$248K Buy
1,621
+20
+1% +$2.94K ﹤0.01% 874
2019
Q3 		$213K Sell
1,601
-451
-22% -$56.2K ﹤0.01% 871
2019
Q2 		$250K Sell
2,052
-52
-2% -$6.22K ﹤0.01% 820
2019
Q1 		$244K Buy
2,104
+218
+12% +$23.5K ﹤0.01% 802
2018
Q4 		$180K Sell
1,886
-745
-28% -$75.6K ﹤0.01% 818
2018
Q3 		$298K Sell
2,631
-53
-2% -$6.04K ﹤0.01% 699
2018
Q2 		$285K Buy
2,684
+91
+4% +$9.9K ﹤0.01% 673
2018
Q1 		$285K Buy
2,593
+159
+7% +$17.2K ﹤0.01% 656
2017
Q4 		$256K Buy
2,434
+32
+1% +$3.41K ﹤0.01% 655
2017
Q3 		$261K Buy
2,402
+127
+6% +$13.3K ﹤0.01% 625
2017
Q2 		$238K Buy
2,275
+1
+0% +$94 ﹤0.01% 638
2017
Q1 		$195K Buy
2,274
+165
+8% +$14.1K ﹤0.01% 654
2016
Q4 		$179K Buy
+2,109
New +$186K ﹤0.01% 669
2016
Q3 		– Sell
-1,778
Closed -$160K – 1702
2016
Q2 		$160K Sell
1,778
-624
-26% -$56.8K ﹤0.01% 628
2016
Q1 		$205K Buy
2,402
+119
+5% +$9.28K ﹤0.01% 563
2015
Q4 		$171K Sell
2,283
-375
-14% -$32K ﹤0.01% 539
2015
Q3 		$242K Buy
2,658
+425
+19% +$40.1K 0.01% 461
2015
Q2 		$204K Buy
2,233
+259
+13% +$25.6K 0.01% 457
2015
Q1 		$202K Buy
1,974
+24
+1% +$2.72K 0.01% 440
2014
Q4 		$238K Buy
1,950
+285
+17% +$34.1K 0.01% 399
2014
Q3 		$202K Buy
1,665
+894
+116% +$102K 0.01% 402
2014
Q2 		$83K Buy
771
+16
+2% +$1.65K ﹤0.01% 516
2014
Q1 		$77K Sell
755
-180
-19% -$18.6K ﹤0.01% 536
2013
Q4 		$116K Sell
935
-55
-6% -$6.58K 0.01% 460
2013
Q3 		$108K Buy
990
+740
+296% +$81.4K 0.01% 447
2013
Q2 		$26K Buy
+250
New +$27.2K ﹤0.01% 657

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

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

Northwestern Mutual Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,024 shares — an estimated $549K sold.

Northwestern Mutual Wealth Management first reported a position in KSU in Q2 2013 and held it in 33 quarters. The position peaked at $549K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Northwestern Mutual Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,024 Kansas City Southern shares in Q4 2021, an estimated $549K.
  • Northwestern Mutual Wealth Management first reported a position in Kansas City Southern in Q2 2013 and held it in 33 quarters.
  • Northwestern Mutual Wealth Management's Kansas City Southern position peaked at $549K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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