Parnassus Investments’s Kansas City Southern KSU Stock Holding History

Parnassus Investments’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	-2,225,641	Closed	-$602M	–	136
2021 Q3	$602M	Buy	2,225,641 +336,036	+18%	+$93.6M	1.27%	33
2021 Q2	$535M	Sell	1,889,605 -568,923	-23%	-$164M	1.17%	35
2021 Q1	$649M	Buy	2,458,528 +143,674	+6%	+$31.2M	1.58%	29
2020 Q4	$473M	Sell	2,314,854 -2,286	-0.1%	-$429K	1.28%	33
2020 Q3	$419M	Buy	2,317,140 +9,736	+0.4%	+$1.69M	1.3%	36
2020 Q2	$344M	Buy	+2,307,404	New	+$324M	1.19%	34

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Parnassus Investments's KSU Position: Q4 2021 in Review

Parnassus Investments sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,225,641 shares — an estimated $602M sold.

Parnassus Investments first reported a position in KSU in Q2 2020 and held it in 6 quarters. The position peaked at $649M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Parnassus Investments reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Parnassus Investments sold 2,225,641 Kansas City Southern shares in Q4 2021, an estimated $602M.
Parnassus Investments first reported a position in Kansas City Southern in Q2 2020 and held it in 6 quarters.
Parnassus Investments's Kansas City Southern position peaked at $649M in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Parnassus Investments's 13F filing for Q4 2021, filed 11 Feb 2022.