RBA
KSU

Richard Bernstein Advisors’s Kansas City Southern KSU Stock Holding History

Richard Bernstein 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
2021
Q1 		– Sell
-19,331
Closed -$3.94M – 332
2020
Q4 		$3.94M Hold
19,331
– – 0.1% 121
2020
Q3 		$3.5M Hold
19,331
– – 0.1% 109
2020
Q2 		$2.88M Buy
+19,331
New +$2.72M 0.09% 125
2019
Q1 		– Sell
-19,715
Closed -$1.88M – 387
2018
Q4 		$1.88M Sell
19,715
-11,949
-38% -$1.21M 0.07% 256
2018
Q3 		$3.59M Hold
31,664
– – 0.1% 222
2018
Q2 		$3.35M Buy
+31,664
New +$3.44M 0.11% 197

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 $34.1B AUM 20.22% 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

Richard Bernstein Advisors's KSU Position: Q1 2021 in Review

Richard Bernstein Advisors sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 19,331 shares — an estimated $3.94M sold.

Richard Bernstein Advisors first reported a position in KSU in Q2 2018 and held it in 6 quarters. The position peaked at $3.94M in Q4 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Richard Bernstein Advisors reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 19,331 Kansas City Southern shares in Q1 2021, an estimated $3.94M.
  • Richard Bernstein Advisors first reported a position in Kansas City Southern in Q2 2018 and held it in 6 quarters.
  • Richard Bernstein Advisors's Kansas City Southern position peaked at $3.94M in Q4 2020.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Richard Bernstein Advisors's 13F filing for Q1 2021, filed 14 May 2021.