OP
KSU

Omni Partners’s Kansas City Southern KSU Stock Holding History

Omni Partners’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
Q1 		$81M Buy
306,846
+294,456
+2,377% +$64M 3.99% 8
2020
Q4 		$2.53M Sell
12,390
-11,103
-47% -$2.09M 0.15% 118
2020
Q3 		$4.25M Buy
+23,493
New +$4.07M 0.3% 67

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Omni Partners's KSU Position: Q1 2021 in Review

Omni Partners increased its Kansas City Southern (KSU) stake by 2,377% in Q1 2021, buying an estimated $64M and bringing the position to 306,846 shares worth $81M. The position accounts for 3.99% of the portfolio, ranked #8.

Omni Partners first reported a position in KSU in Q3 2020 and has held it in 3 quarters since. 785 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Omni Partners held 306,846 shares of Kansas City Southern worth $81M as of Q1 2021.
  • Omni Partners bought 294,456 Kansas City Southern shares in Q1 2021, an estimated $64M.
  • Kansas City Southern made up 3.99% of Omni Partners's portfolio in Q1 2021, its #8 holding.
  • Omni Partners first reported a position in Kansas City Southern in Q3 2020 and has held it in 3 quarters since.
  • 785 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Omni Partners's 13F filing for Q1 2021, filed 17 May 2021.