OC
KSU

Oakmont Corp’s Kansas City Southern KSU Stock Holding History

Oakmont Corp’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
2017
Q1 		– Sell
-353,363
Closed -$30M – 21
2016
Q4 		$30M Buy
353,363
+56,018
+19% +$4.94M 5.48% 9
2016
Q3 		$27.7M Sell
297,345
-13,075
-4% -$1.24M 4.4% 12
2016
Q2 		$28M Buy
+310,420
New +$28.3M 5.59% 8
2013
Q4 		– Sell
-201,500
Closed -$22M – 24
2013
Q3 		$22M Buy
+201,500
New +$22.2M 5.05% 9

Other funds holding KSU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Oakmont Corp's KSU Position: Q1 2017 in Review

Oakmont Corp sold out of Kansas City Southern (KSU) in Q1 2017, closing a stake of 353,363 shares — an estimated $30M sold.

Oakmont Corp first reported a position in KSU in Q3 2013 and held it in 4 quarters. The position peaked at $30M in Q4 2016. 513 funds tracked by Wall St. Rank hold KSU as of Q1 2017.

  • Oakmont Corp reported no remaining Kansas City Southern position as of Q1 2017 after selling out during the quarter.
  • Oakmont Corp sold 353,363 Kansas City Southern shares in Q1 2017, an estimated $30M.
  • Oakmont Corp first reported a position in Kansas City Southern in Q3 2013 and held it in 4 quarters.
  • Oakmont Corp's Kansas City Southern position peaked at $30M in Q4 2016.
  • 513 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2017.

Based on Oakmont Corp's 13F filing for Q1 2017, filed 10 May 2017.