Principal Financial Group
KSU

Principal Financial Group’s Kansas City Southern KSU Stock Holding History

Principal Financial Group’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
-114,640
Closed -$31M – 2695
2021
Q3 		$31M Buy
114,640
+1,147
+1% +$319K 0.02% 641
2021
Q2 		$32.2M Buy
113,493
+3,320
+3% +$958K 0.02% 641
2021
Q1 		$29.1M Sell
110,173
-12,174
-10% -$2.65M 0.02% 673
2020
Q4 		$25M Sell
122,347
-12,806
-9% -$2.4M 0.02% 646
2020
Q3 		$24.4M Sell
135,153
-8,801
-6% -$1.52M 0.02% 576
2020
Q2 		$21.5M Sell
143,954
-26,728
-16% -$3.76M 0.02% 616
2020
Q1 		$21.7M Buy
170,682
+2,901
+2% +$443K 0.02% 524
2019
Q4 		$25.7M Buy
167,781
+16,950
+11% +$2.49M 0.02% 630
2019
Q3 		$20.1M Buy
150,831
+2,799
+2% +$349K 0.02% 764
2019
Q2 		$18M Sell
148,032
-3,392
-2% -$406K 0.02% 843
2019
Q1 		$17.6M Buy
151,424
+91
+0.1% +$9.83K 0.02% 872
2018
Q4 		$14.4M Sell
151,333
-5,445
-3% -$553K 0.02% 922
2018
Q3 		$17.8M Buy
156,778
+399
+0.3% +$45.5K 0.02% 936
2018
Q2 		$16.6M Sell
156,379
-2,860
-2% -$311K 0.02% 945
2018
Q1 		$17.5M Buy
159,239
+1,876
+1% +$203K 0.02% 871
2017
Q4 		$16.6M Buy
157,363
+326
+0.2% +$34.8K 0.02% 954
2017
Q3 		$17.1M Sell
157,037
-2,058
-1% -$216K 0.02% 889
2017
Q2 		$16.6M Sell
159,095
-2,488
-2% -$233K 0.02% 893
2017
Q1 		$13.9M Buy
161,583
+1,012
+0.6% +$86.7K 0.02% 989
2016
Q4 		$13.6M Sell
160,571
-1,049
-0.6% -$92.5K 0.02% 965
2016
Q3 		$15.1M Buy
161,620
+3,542
+2% +$335K 0.02% 836
2016
Q2 		$14.2M Buy
158,078
+3,750
+2% +$341K 0.02% 817
2016
Q1 		$13.2M Buy
154,328
+2,180
+1% +$170K 0.02% 818
2015
Q4 		$11.4M Buy
152,148
+1,399
+0.9% +$120K 0.02% 876
2015
Q3 		$13.7M Sell
150,749
-685
-0.5% -$64.6K 0.02% 734
2015
Q2 		$13.8M Buy
151,434
+10,362
+7% +$1.02M 0.02% 776
2015
Q1 		$14.4M Buy
141,072
+2,473
+2% +$280K 0.02% 717
2014
Q4 		$16.9M Buy
138,599
+9,570
+7% +$1.14M 0.03% 610
2014
Q3 		$15.6M Buy
129,029
+2,322
+2% +$265K 0.03% 629
2014
Q2 		$13.6M Sell
126,707
-2,435
-2% -$251K 0.02% 730
2014
Q1 		$13.2M Sell
129,142
-18,998
-13% -$1.96M 0.02% 733
2013
Q4 		$18.3M Buy
148,140
+4,940
+3% +$591K 0.03% 542
2013
Q3 		$15.7M Buy
143,200
+13,304
+10% +$1.46M 0.03% 574
2013
Q2 		$13.8M Buy
+129,896
New +$14.1M 0.03% 586

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

Principal Financial Group's KSU Position: Q4 2021 in Review

Principal Financial Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 114,640 shares — an estimated $31M sold.

Principal Financial Group first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $32.2M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Principal Financial Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 114,640 Kansas City Southern shares in Q4 2021, an estimated $31M.
  • Principal Financial Group first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Principal Financial Group's Kansas City Southern position peaked at $32.2M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.