PCM
KSU

Prelude Capital Management’s Kansas City Southern KSU Stock Holding History

Prelude Capital 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
-33,010
Closed -$8.93M – 2410
2021
Q3 		$8.93M Buy
33,010
+8,673
+36% +$2.42M 0.23% 48
2021
Q2 		$6.9M Buy
+24,337
New +$7.02M 0.21% 61
2019
Q3 		– Sell
-3,264
Closed -$398K – 2214
2019
Q2 		$398K Buy
+3,264
New +$391K 0.02% 545
2018
Q4 		– Sell
-5,286
Closed -$599K – 2297
2018
Q3 		$599K Sell
5,286
-5,801
-52% -$661K 0.03% 481
2018
Q2 		$1.18M Sell
11,087
-7,622
-41% -$829K 0.07% 290
2018
Q1 		$2.06M Sell
18,709
-1,767
-9% -$191K 0.15% 113
2017
Q4 		$2.15M Buy
+20,476
New +$2.18M 0.17% 117
2015
Q1 		– Sell
-11,894
Closed -$1.45M – 2278
2014
Q4 		$1.45M Buy
+11,894
New +$1.42M 0.21% 103
2014
Q3 		– Sell
-16,221
Closed -$1.74M – 2230
2014
Q2 		$1.74M Sell
16,221
-1,897
-10% -$196K 0.23% 80
2014
Q1 		$1.85M Buy
18,118
+11,618
+179% +$1.2M 0.25% 75
2013
Q4 		$805K Sell
6,500
-2,280
-26% -$273K 0.13% 212
2013
Q3 		$960K Buy
8,780
+3,880
+79% +$427K 0.16% 141
2013
Q2 		$519K Buy
+4,900
New +$533K 0.11% 244

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

Prelude Capital Management's KSU Position: Q4 2021 in Review

Prelude Capital Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 33,010 shares — an estimated $8.93M sold.

Prelude Capital Management first reported a position in KSU in Q2 2013 and held it in 13 quarters. The position peaked at $8.93M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Prelude Capital Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Prelude Capital Management sold 33,010 Kansas City Southern shares in Q4 2021, an estimated $8.93M.
  • Prelude Capital Management first reported a position in Kansas City Southern in Q2 2013 and held it in 13 quarters.
  • Prelude Capital Management's Kansas City Southern position peaked at $8.93M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Prelude Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.