PSAMP
KSU

P. Schoenfeld Asset Management (PSAM)’s Kansas City Southern KSU Stock Holding History

P. Schoenfeld Asset Management (PSAM)’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
-136,700
Closed -$37M – 449
2021
Q3 		$37M Buy
136,700
+72,700
+114% +$20.2M 2.33% 5
2021
Q2 		$18.1M Buy
+64,000
New +$18.5M 1.04% 20
2020
Q4 		– Sell
-198,800
Closed -$35.9M – 194
2020
Q3 		$35.9M Buy
+198,800
New +$34.4M 3.45% 7

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

P. Schoenfeld Asset Management (PSAM)'s KSU Position: Q4 2021 in Review

P. Schoenfeld Asset Management (PSAM) sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 136,700 shares — an estimated $37M sold.

P. Schoenfeld Asset Management (PSAM) first reported a position in KSU in Q3 2020 and held it in 3 quarters. The position peaked at $37M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • P. Schoenfeld Asset Management (PSAM) reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • P. Schoenfeld Asset Management (PSAM) sold 136,700 Kansas City Southern shares in Q4 2021, an estimated $37M.
  • P. Schoenfeld Asset Management (PSAM) first reported a position in Kansas City Southern in Q3 2020 and held it in 3 quarters.
  • P. Schoenfeld Asset Management (PSAM)'s Kansas City Southern position peaked at $37M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on P. Schoenfeld Asset Management (PSAM)'s 13F filing for Q4 2021, filed 14 Feb 2022.