PCG
KSU

Private Capital Group’s Kansas City Southern KSU Stock Holding History

Private Capital 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
-19
Closed -$5K – 2230
2021
Q3 		$5K Hold
19
– – ﹤0.01% 1612
2021
Q2 		$5K Sell
19
-2
-10% -$577 ﹤0.01% 1583
2021
Q1 		$6K Sell
21
-446
-96% -$97K ﹤0.01% 1468
2020
Q4 		$96K Sell
467
-1
-0.2% -$188 0.02% 518
2020
Q3 		$85K Buy
468
+29
+7% +$5.02K 0.02% 502
2020
Q2 		$66K Buy
439
+275
+168% +$38.7K 0.01% 588
2020
Q1 		$21K Buy
164
+145
+763% +$22.1K 0.01% 1000
2019
Q4 		$2K Sell
19
-60
-76% -$8.8K ﹤0.01% 1746
2019
Q3 		$11K Hold
79
– – ﹤0.01% 1441
2019
Q2 		$8K Hold
79
– – ﹤0.01% 1493
2019
Q1 		$9K Hold
79
– – ﹤0.01% 1519
2018
Q4 		$8K Hold
79
– – ﹤0.01% 1486
2018
Q3 		$8K Hold
79
– – ﹤0.01% 1566
2018
Q2 		$8K Hold
79
– – ﹤0.01% 1512
2018
Q1 		$9K Hold
79
– – ﹤0.01% 1428
2017
Q4 		$8 Buy
+79
New +$8.43K ﹤0.01% 1482

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

Private Capital Group's KSU Position: Q4 2021 in Review

Private Capital Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 19 shares — an estimated $5K sold.

Private Capital Group first reported a position in KSU in Q4 2017 and held it in 16 quarters. The position peaked at $96K in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Private Capital Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Private Capital Group sold 19 Kansas City Southern shares in Q4 2021, an estimated $5K.
  • Private Capital Group first reported a position in Kansas City Southern in Q4 2017 and held it in 16 quarters.
  • Private Capital Group's Kansas City Southern position peaked at $96K in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Private Capital Group's 13F filing for Q4 2021, filed 24 Jan 2022.