QCIG
KSU

Quad-Cities Investment Group’s Kansas City Southern KSU Stock Holding History

Quad-Cities Investment 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
-4,127
Closed -$1.12M – 202
2021
Q3 		$1.12M Buy
4,127
+1
+0% +$278 0.78% 34
2021
Q2 		$1.17M Hold
4,126
– – 0.79% 32
2021
Q1 		$1.09M Sell
4,126
-233
-5% -$50.7K 0.83% 31
2020
Q4 		$890K Buy
4,359
+84
+2% +$15.8K 0.73% 34
2020
Q3 		$773K Sell
4,275
-299
-7% -$51.8K 0.74% 33
2020
Q2 		$683K Hold
4,574
– – 0.7% 38
2020
Q1 		$582K Buy
4,574
+200
+5% +$30.5K 0.74% 33
2019
Q4 		$670K Buy
4,374
+1
+0% +$147 0.64% 47
2019
Q3 		$581K Sell
4,373
-100
-2% -$12.5K 0.49% 48
2019
Q2 		$544K Hold
4,473
– – 0.48% 48
2019
Q1 		$520K Sell
4,473
-199
-4% -$21.5K 0.47% 47
2018
Q4 		$447K Buy
4,672
+864
+23% +$87.7K 0.46% 52
2018
Q3 		$430K Sell
3,808
-200
-5% -$22.8K 0.38% 57
2018
Q2 		$424K Buy
4,008
+201
+5% +$21.9K 0.39% 56
2018
Q1 		$420K Buy
+3,807
New +$412K 0.54% 55

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

Quad-Cities Investment Group's KSU Position: Q4 2021 in Review

Quad-Cities Investment Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 4,127 shares — an estimated $1.12M sold.

Quad-Cities Investment Group first reported a position in KSU in Q1 2018 and held it in 15 quarters. The position peaked at $1.17M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Quad-Cities Investment Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Quad-Cities Investment Group sold 4,127 Kansas City Southern shares in Q4 2021, an estimated $1.12M.
  • Quad-Cities Investment Group first reported a position in Kansas City Southern in Q1 2018 and held it in 15 quarters.
  • Quad-Cities Investment Group's Kansas City Southern position peaked at $1.17M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Quad-Cities Investment Group's 13F filing for Q4 2021, filed 2 Feb 2022.