Resources Management Corp’s Kansas City Southern KSU Stock Holding History

Resources Management Corp’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	-135	Closed	-$37K	–	525
2021 Q3	$37K	Hold	135	–	–	0.01%	335
2021 Q2	$38K	Sell	135 -50	-27%	-$14.4K	0.01%	349
2021 Q1	$49K	Hold	185	–	–	0.01%	316
2020 Q4	$38K	Hold	185	–	–	0.01%	330
2020 Q3	$33K	Hold	185	–	–	0.01%	319
2020 Q2	$28K	Hold	185	–	–	0.01%	326
2020 Q1	$24K	Sell	185 -75	-29%	-$11.4K	0.01%	331
2019 Q4	$40K	Hold	260	–	–	0.01%	301
2019 Q3	$35K	Buy	+260	New	+$32.4K	0.01%	320
2018 Q4	$31K	Hold	335	–	–	0.01%	318
2018 Q3	$37K	Buy	+335	New	+$38.2K	0.01%	307

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

Resources Management Corp's KSU Position: Q4 2021 in Review

Resources Management Corp sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 135 shares — an estimated $37K sold.

Resources Management Corp first reported a position in KSU in Q3 2018 and held it in 11 quarters. The position peaked at $49K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Resources Management Corp reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Resources Management Corp sold 135 Kansas City Southern shares in Q4 2021, an estimated $37K.
Resources Management Corp first reported a position in Kansas City Southern in Q3 2018 and held it in 11 quarters.
Resources Management Corp's Kansas City Southern position peaked at $49K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Resources Management Corp's 13F filing for Q4 2021, filed 4 Feb 2022.