PP
KSU

Paloma Partners’s Kansas City Southern KSU Stock Holding History

Paloma 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
2020
Q1 		– Sell
-2,600
Closed -$398K – 2312
2019
Q4 		$398K Buy
+2,600
New +$382K 0.01% 1561
2018
Q2 		– Sell
-19,300
Closed -$2.12M – 2367
2018
Q1 		$2.12M Buy
19,300
+1,300
+7% +$141K 0.03% 544
2017
Q4 		$1.89M Hold
18,000
– – 0.03% 694
2017
Q3 		$1.96M Buy
+18,000
New +$1.89M 0.03% 760

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paloma Partners's KSU Position: Q3 2021 in Review

Paloma Partners sold out of Kansas City Southern (KSU) in Q3 2021, closing a stake of 3,084 shares — an estimated $874K sold.

Paloma Partners first reported a position in KSU in Q3 2013 and held it in 22 quarters. The position peaked at $3.79M in Q4 2016. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

  • Paloma Partners reported no remaining Kansas City Southern position as of Q3 2021 after selling out during the quarter.
  • Paloma Partners sold 3,084 Kansas City Southern shares in Q3 2021, an estimated $874K.
  • Paloma Partners first reported a position in Kansas City Southern in Q3 2013 and held it in 22 quarters.
  • Paloma Partners's Kansas City Southern position peaked at $3.79M in Q4 2016.
  • 733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on Paloma Partners's 13F filing for Q3 2021, filed 15 Nov 2021.