Riggs Asset Management’s Kansas City Southern KSU Stock Holding History

Riggs Asset Management’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	-17	Closed	-$5K	–	346
2021 Q3	$5K	Hold	17	–	–	﹤0.01%	269
2021 Q2	$5K	Buy	+17	New	+$4.91K	﹤0.01%	269
2015 Q1	–	Sell	-78,206	Closed	-$9.54M	–	315
2014 Q4	$9.54M	Buy	78,206 +33,031	+73%	+$3.95M	4.65%	6
2014 Q3	$5.47M	Buy	45,175 +303	+0.7%	+$34.6K	3.18%	11
2014 Q2	$4.82M	Buy	44,872 +15,874	+55%	+$1.64M	2.86%	18
2014 Q1	$2.96M	Buy	+28,998	New	+$2.99M	1.92%	24

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

Riggs Asset Management's KSU Position: Q4 2021 in Review

Riggs Asset Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 17 shares — an estimated $5K sold.

Riggs Asset Management first reported a position in KSU in Q1 2014 and held it in 6 quarters. The position peaked at $9.54M in Q4 2014. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Riggs Asset Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Riggs Asset Management sold 17 Kansas City Southern shares in Q4 2021, an estimated $5K.
Riggs Asset Management first reported a position in Kansas City Southern in Q1 2014 and held it in 6 quarters.
Riggs Asset Management's Kansas City Southern position peaked at $9.54M in Q4 2014.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Riggs Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.