OWD
KSU

Osborn Williams & Donohoe’s Kansas City Southern KSU Stock Holding History

Osborn Williams & Donohoe’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
2020
Q1 		$879K Sell
6,915
-65
-0.9% -$9.92K 0.12% 149
2019
Q4 		$1.07M Sell
6,980
-200
-3% -$29.4K 0.11% 163
2019
Q3 		$955K Buy
7,180
+1,000
+16% +$125K 0.1% 173
2019
Q2 		$753K Hold
6,180
– – 0.08% 189
2019
Q1 		$724K Buy
+6,180
New +$667K 0.07% 204

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Osborn Williams & Donohoe's KSU Position: Q1 2020 in Review

Osborn Williams & Donohoe reduced its Kansas City Southern (KSU) stake by 0.93% in Q1 2020, selling an estimated $9.92K and leaving 6,915 shares worth $879K. The position accounts for 0.12% of the portfolio, ranked #149.

Osborn Williams & Donohoe first reported a position in KSU in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Osborn Williams & Donohoe held 6,915 shares of Kansas City Southern worth $879K as of Q1 2020.
  • Osborn Williams & Donohoe sold 65 Kansas City Southern shares in Q1 2020, an estimated $9.92K.
  • Kansas City Southern made up 0.12% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #149 holding.
  • Osborn Williams & Donohoe first reported a position in Kansas City Southern in Q1 2019 and has held it in 5 quarters since.
  • Osborn Williams & Donohoe's Kansas City Southern position peaked at $1.07M in Q4 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.