Probity Advisors’s Kansas City Southern KSU Stock Holding History

Probity Advisors’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	-1,039	Closed	-$281K	–	210
2021 Q3	$281K	Sell	1,039 -112	-10%	-$31.2K	0.06%	182
2021 Q2	$326K	Sell	1,151 -27	-2%	-$7.79K	0.07%	160
2021 Q1	$311K	Buy	+1,178	New	+$256K	0.07%	160
2020 Q3	$275K	Sell	1,522 -19	-1%	-$3.29K	0.08%	150
2020 Q2	$230K	Buy	+1,541	New	+$217K	0.07%	157
2020 Q1	–	Sell	-1,683	Closed	-$258K	–	183
2019 Q4	$258K	Sell	1,683 -70	-4%	-$10.3K	0.08%	162
2019 Q3	$233K	Sell	1,753 -109	-6%	-$13.6K	0.08%	164
2019 Q2	$227K	Buy	+1,862	New	+$223K	0.08%	162

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

Probity Advisors's KSU Position: Q4 2021 in Review

Probity Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,039 shares — an estimated $281K sold.

Probity Advisors first reported a position in KSU in Q2 2019 and held it in 8 quarters. The position peaked at $326K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Probity Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Probity Advisors sold 1,039 Kansas City Southern shares in Q4 2021, an estimated $281K.
Probity Advisors first reported a position in Kansas City Southern in Q2 2019 and held it in 8 quarters.
Probity Advisors's Kansas City Southern position peaked at $326K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Probity Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.