Russell Investments Group
KSU

Russell Investments Group’s Kansas City Southern KSU Stock Holding History

Russell Investments 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
-100,185
Closed -$27.1M – 3164
2021
Q3 		$27.1M Sell
100,185
-27,767
-22% -$7.73M 0.05% 476
2021
Q2 		$36.3M Sell
127,952
-40,387
-24% -$11.7M 0.06% 378
2021
Q1 		$44.4M Buy
168,339
+31,110
+23% +$6.77M 0.08% 307
2020
Q4 		$27.9M Buy
137,229
+30,441
+29% +$5.72M 0.06% 395
2020
Q3 		$19.3M Sell
106,788
-2,441
-2% -$423K 0.04% 501
2020
Q2 		$16.3M Sell
109,229
-7,167
-6% -$1.01M 0.04% 538
2020
Q1 		$14.8M Sell
116,396
-17,226
-13% -$2.63M 0.04% 493
2019
Q4 		$20.5M Buy
133,622
+26,249
+24% +$3.85M 0.04% 535
2019
Q3 		$14.3M Sell
107,373
-38,981
-27% -$4.86M 0.03% 680
2019
Q2 		$17.8M Sell
146,354
-2,169
-1% -$260K 0.03% 611
2019
Q1 		$17.2M Buy
148,523
+41,333
+39% +$4.46M 0.03% 636
2018
Q4 		$10.2M Sell
107,190
-121,710
-53% -$12.4M 0.02% 797
2018
Q3 		$26M Sell
228,900
-133,350
-37% -$15.2M 0.05% 460
2018
Q2 		$38.3M Sell
362,250
-151,324
-29% -$16.5M 0.08% 272
2018
Q1 		$56.2M Buy
513,574
+185,901
+57% +$20.1M 0.1% 249
2017
Q4 		$34.6M Sell
327,673
-194,867
-37% -$20.8M 0.06% 395
2017
Q3 		$56.8M Sell
522,540
-534,603
-51% -$56.1M 0.1% 240
2017
Q2 		$111M Buy
1,057,143
+39,591
+4% +$3.71M 0.2% 101
2017
Q1 		$87.3M Sell
1,017,552
-15,252
-1% -$1.31M 0.16% 141
2016
Q4 		$87.2M Buy
+1,032,804
New +$91M 0.17% 131

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

Russell Investments Group's KSU Position: Q4 2021 in Review

Russell Investments Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 100,185 shares — an estimated $27.1M sold.

Russell Investments Group first reported a position in KSU in Q4 2016 and held it in 20 quarters. The position peaked at $111M in Q2 2017. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Russell Investments Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Russell Investments Group sold 100,185 Kansas City Southern shares in Q4 2021, an estimated $27.1M.
  • Russell Investments Group first reported a position in Kansas City Southern in Q4 2016 and held it in 20 quarters.
  • Russell Investments Group's Kansas City Southern position peaked at $111M in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Russell Investments Group's 13F filing for Q4 2021, filed 21 Jan 2022.