RG
KSU

Retirement Group’s Kansas City Southern KSU Stock Holding History

Retirement 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
-7
Closed -$2K – 773
2021
Q3 		$2K Hold
7
– – ﹤0.01% 547
2021
Q2 		$2K Hold
7
– – ﹤0.01% 586
2021
Q1 		$2K Hold
7
– – ﹤0.01% 657
2020
Q4 		$1K Hold
7
– – ﹤0.01% 637
2020
Q3 		$1K Hold
7
– – ﹤0.01% 645
2020
Q2 		$1K Buy
+7
New +$984 ﹤0.01% 632
2019
Q4 		$1K Buy
+7
New +$1.03K ﹤0.01% 635

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

Retirement Group's KSU Position: Q4 2021 in Review

Retirement Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 7 shares — an estimated $2K sold.

Retirement Group first reported a position in KSU in Q4 2019 and held it in 7 quarters. The position peaked at $2K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Retirement Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Retirement Group sold 7 Kansas City Southern shares in Q4 2021, an estimated $2K.
  • Retirement Group first reported a position in Kansas City Southern in Q4 2019 and held it in 7 quarters.
  • Retirement Group's Kansas City Southern position peaked at $2K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Retirement Group's 13F filing for Q4 2021, filed 9 Feb 2022.