PLFAM
KSU

Pineno Levin & Ford Asset Management’s Kansas City Southern KSU Stock Holding History

Pineno Levin & Ford Asset Management’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
-2,153
Closed -$583K – 121
2021
Q3 		$583K Hold
2,153
– – 0.19% 74
2021
Q2 		$610K Sell
2,153
-230
-10% -$66.4K 0.2% 72
2021
Q1 		$629K Hold
2,383
– – 0.21% 68
2020
Q4 		$486K Hold
2,383
– – 0.17% 75
2020
Q3 		$431K Hold
2,383
– – 0.17% 72
2020
Q2 		$356K Hold
2,383
– – 0.16% 78
2020
Q1 		$303K Hold
2,383
– – 0.15% 77
2019
Q4 		$365K Hold
2,383
– – 0.14% 79
2019
Q3 		$317K Hold
2,383
– – 0.13% 88
2019
Q2 		$290K Hold
2,383
– – 0.11% 92
2019
Q1 		$276K Hold
2,383
– – 0.12% 91
2018
Q4 		$227K Hold
2,383
– – 0.1% 95
2018
Q3 		$270K Hold
2,383
– – 0.11% 93
2018
Q2 		$253K Hold
2,383
– – 0.11% 94
2018
Q1 		$262K Hold
2,383
– – 0.11% 89
2017
Q4 		$251K Buy
+2,383
New +$254K 0.1% 95

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

Pineno Levin & Ford Asset Management's KSU Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,153 shares — an estimated $583K sold.

Pineno Levin & Ford Asset Management first reported a position in KSU in Q4 2017 and held it in 16 quarters. The position peaked at $629K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Pineno Levin & Ford Asset Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Pineno Levin & Ford Asset Management sold 2,153 Kansas City Southern shares in Q4 2021, an estimated $583K.
  • Pineno Levin & Ford Asset Management first reported a position in Kansas City Southern in Q4 2017 and held it in 16 quarters.
  • Pineno Levin & Ford Asset Management's Kansas City Southern position peaked at $629K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.