PA
KSU

Procyon Advisors’s Kansas City Southern KSU Stock Holding History

Procyon 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
2020
Q3 		– Sell
-42
Closed -$6K – 1161
2020
Q2 		$6K Sell
42
-450
-91% -$63.3K ﹤0.01% 778
2020
Q1 		$63K Sell
492
-1,344
-73% -$205K 0.04% 306
2019
Q4 		$281K Buy
+1,836
New +$269K 0.17% 119

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Procyon Advisors's KSU Position: Q3 2020 in Review

Procyon Advisors sold out of Kansas City Southern (KSU) in Q3 2020, closing a stake of 42 shares — an estimated $6K sold.

Procyon Advisors first reported a position in KSU in Q4 2019 and held it in 3 quarters. The position peaked at $281K in Q4 2019. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Procyon Advisors reported no remaining Kansas City Southern position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 42 Kansas City Southern shares in Q3 2020, an estimated $6K.
  • Procyon Advisors first reported a position in Kansas City Southern in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Kansas City Southern position peaked at $281K in Q4 2019.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.