Ray Dalio
KSU

Ray Dalio’s Kansas City Southern KSU Stock Holding History

Ray Dalio’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
Q1 		– Sell
-11,527
Closed -$2.35M – 645
2020
Q4 		$2.35M Buy
11,527
+2,613
+29% +$491K 0.02% 284
2020
Q3 		$1.61M Buy
8,914
+6,749
+312% +$1.17M 0.02% 299
2020
Q2 		$323K Buy
+2,165
New +$304K 0.01% 319
2020
Q1 		– Sell
-5,301
Closed -$812K – 636
2019
Q4 		$812K Buy
+5,301
New +$778K 0.01% 349
2017
Q4 		– Sell
-82,975
Closed -$9.02M – 331
2017
Q3 		$9.02M Buy
+82,975
New +$8.7M 0.06% 80
2017
Q2 		– Sell
-65,765
Closed -$5.64M – 401
2017
Q1 		$5.64M Sell
65,765
-15,680
-19% -$1.34M 0.06% 86
2016
Q4 		$6.91M Buy
81,445
+6,947
+9% +$612K 0.07% 110
2016
Q3 		$6.95M Buy
74,498
+52,650
+241% +$4.99M 0.07% 96
2016
Q2 		$1.97M Sell
21,848
-5,900
-21% -$537K 0.02% 197
2016
Q1 		$2.37M Buy
+27,748
New +$2.16M 0.03% 186
2014
Q3 		– Sell
-16,823
Closed -$1.81M – 433
2014
Q2 		$1.81M Buy
16,823
+8,100
+93% +$837K 0.01% 193
2014
Q1 		$890K Buy
+8,723
New +$900K 0.01% 251

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ray Dalio's KSU Position: Q1 2021 in Review

Ray Dalio sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 11,527 shares — an estimated $2.35M sold.

Ray Dalio first reported a position in KSU in Q1 2014 and held it in 12 quarters. The position peaked at $9.02M in Q3 2017. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Ray Dalio reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Ray Dalio sold 11,527 Kansas City Southern shares in Q1 2021, an estimated $2.35M.
  • Ray Dalio first reported a position in Kansas City Southern in Q1 2014 and held it in 12 quarters.
  • Ray Dalio's Kansas City Southern position peaked at $9.02M in Q3 2017.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Bridgewater Associates's 13F filing for Q1 2021, filed 14 May 2021.