NIM
KSU

NuWave Investment Management’s Kansas City Southern KSU Stock Holding History

NuWave Investment 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
-1,169
Closed -$316K – 435
2021
Q3 		$316K Sell
1,169
-3,716
-76% -$1.03M 0.36% 98
2021
Q2 		$1.38M Buy
+4,885
New +$1.41M 1.54% 5
2020
Q4 		– Sell
-2,319
Closed -$420K – 552
2020
Q3 		$420K Sell
2,319
-677
-23% -$117K 0.65% 46
2020
Q2 		$447K Buy
+2,996
New +$421K 0.59% 52
2020
Q1 		– Sell
-2,375
Closed -$364K – 426
2019
Q4 		$364K Buy
2,375
+2,178
+1,106% +$320K 0.36% 108
2019
Q3 		$26K Sell
197
-1,245
-86% -$155K 0.03% 313
2019
Q2 		$176K Buy
+1,442
New +$173K 0.19% 146
2019
Q1 		– Sell
-2,515
Closed -$240K – 431
2018
Q4 		$240K Sell
2,515
-548
-18% -$55.6K 0.41% 96
2018
Q3 		$347K Buy
3,063
+2,673
+685% +$305K 0.52% 80
2018
Q2 		$41K Buy
+390
New +$42.4K 0.05% 197
2018
Q1 		– Sell
-7,389
Closed -$777K – 370
2017
Q4 		$777K Buy
+7,389
New +$788K 0.91% 34

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

NuWave Investment Management's KSU Position: Q4 2021 in Review

NuWave Investment Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,169 shares — an estimated $316K sold.

NuWave Investment Management first reported a position in KSU in Q4 2017 and held it in 11 quarters. The position peaked at $1.38M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • NuWave Investment Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • NuWave Investment Management sold 1,169 Kansas City Southern shares in Q4 2021, an estimated $316K.
  • NuWave Investment Management first reported a position in Kansas City Southern in Q4 2017 and held it in 11 quarters.
  • NuWave Investment Management's Kansas City Southern position peaked at $1.38M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on NuWave Investment Management's 13F filing for Q4 2021, filed 18 Jan 2022.