PA
KSU

Parallel Advisors’s Kansas City Southern KSU Stock Holding History

Parallel Advisors’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
-807
Closed -$218K – 3429
2021
Q3 		$218K Buy
807
+219
+37% +$61K 0.01% 688
2021
Q2 		$167K Buy
588
+41
+7% +$11.8K 0.01% 754
2021
Q1 		$144K Buy
547
+50
+10% +$10.9K 0.01% 752
2020
Q4 		$101K Sell
497
-379
-43% -$71.2K 0.01% 809
2020
Q3 		$158K Sell
876
-315
-26% -$54.5K 0.01% 639
2020
Q2 		$177K Sell
1,191
-18
-1% -$2.53K 0.01% 577
2020
Q1 		$153K Buy
1,209
+641
+113% +$97.8K 0.01% 543
2019
Q4 		$87K Buy
568
+31
+6% +$4.55K 0.01% 836
2019
Q3 		$71K Sell
537
-91
-14% -$11.3K 0.01% 848
2019
Q2 		$76K Buy
628
+97
+18% +$11.6K 0.01% 757
2019
Q1 		$62K Sell
531
-2
-0.4% -$216 0.01% 791
2018
Q4 		$50K Sell
533
-59
-10% -$5.99K 0.01% 754
2018
Q3 		$67K Sell
592
-48
-8% -$5.47K 0.01% 717
2018
Q2 		$67K Buy
640
+27
+4% +$2.94K 0.01% 647
2018
Q1 		$67K Hold
613
– – 0.01% 615
2017
Q4 		$65K Hold
613
– – 0.01% 618
2017
Q3 		$64K Sell
613
-5
-0.8% -$524 0.01% 609
2017
Q2 		$64K Buy
618
+203
+49% +$19K 0.01% 615
2017
Q1 		$37K Buy
415
+156
+60% +$13.4K 0.01% 736
2016
Q4 		$22K Buy
+259
New +$22.8K 0.01% 839

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

Parallel Advisors's KSU Position: Q4 2021 in Review

Parallel Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 807 shares — an estimated $218K sold.

Parallel Advisors first reported a position in KSU in Q4 2016 and held it in 20 quarters. The position peaked at $218K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Parallel Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Parallel Advisors sold 807 Kansas City Southern shares in Q4 2021, an estimated $218K.
  • Parallel Advisors first reported a position in Kansas City Southern in Q4 2016 and held it in 20 quarters.
  • Parallel Advisors's Kansas City Southern position peaked at $218K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Parallel Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.