Principal Street Partners’s Kansas City Southern KSU Stock Holding History

Principal Street Partners’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	-948	Closed	-$256K	–	216
2021 Q3	$256K	Sell	948 -1,418	-60%	-$395K	0.07%	170
2021 Q2	$671K	Sell	2,366 -4,545	-66%	-$1.31M	0.18%	98
2021 Q1	$1.82M	Buy	6,911 +4,179	+153%	+$909K	0.24%	81
2020 Q4	$558K	Buy	+2,732	New	+$513K	0.17%	102

Other funds holding KSU

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 Street Partners's KSU Position: Q4 2021 in Review

Principal Street Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 948 shares — an estimated $256K sold.

Principal Street Partners first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $1.82M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Principal Street Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Principal Street Partners sold 948 Kansas City Southern shares in Q4 2021, an estimated $256K.
Principal Street Partners first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Principal Street Partners's Kansas City Southern position peaked at $1.82M in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Principal Street Partners's 13F filing for Q4 2021, filed 7 Feb 2022.