Orion Portfolio Solutions’s Kansas City Southern KSU Stock Holding History

Orion Portfolio Solutions’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	-1,199	Closed	-$324K	–	728
2021 Q3	$324K	Buy	1,199 +11	+0.9%	+$3.06K	0.01%	509
2021 Q2	$337K	Sell	1,188 -89	-7%	-$25.7K	0.01%	456
2021 Q1	$337K	Sell	1,277 -9	-0.7%	-$1.96K	0.01%	405
2020 Q4	$263K	Buy	1,286 +10	+0.8%	+$1.88K	0.01%	422
2020 Q3	$231K	Sell	1,276 -20	-2%	-$3.46K	0.01%	396
2020 Q2	$193K	Sell	1,296 -106	-8%	-$14.9K	0.01%	416
2020 Q1	$178K	Buy	1,402 +246	+21%	+$37.5K	0.01%	336
2019 Q4	$177K	Buy	+1,156	New	+$170K	0.01%	329

Other funds holding KSU

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

Orion Portfolio Solutions's KSU Position: Q4 2021 in Review

Orion Portfolio Solutions sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,199 shares — an estimated $324K sold.

Orion Portfolio Solutions first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $337K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Orion Portfolio Solutions reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Orion Portfolio Solutions sold 1,199 Kansas City Southern shares in Q4 2021, an estimated $324K.
Orion Portfolio Solutions first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
Orion Portfolio Solutions's Kansas City Southern position peaked at $337K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Orion Portfolio Solutions's 13F filing for Q4 2021, filed 9 Feb 2022.