SAM
KSU

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

Sage 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
2013
Q3 		$3.41M Buy
31,150
+8,350
+37% +$918K 2.51% 10
2013
Q2 		$2.42M Buy
+22,800
New +$2.48M 3.03% 15

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sage Asset Management's KSU Position: Q3 2013 in Review

Sage Asset Management increased its Kansas City Southern (KSU) stake by 37% in Q3 2013, buying an estimated $918K and bringing the position to 31,150 shares worth $3.41M. The position accounts for 2.51% of the portfolio, ranked #10.

Sage Asset Management first reported a position in KSU in Q2 2013 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold KSU as of Q3 2013.

  • Sage Asset Management held 31,150 shares of Kansas City Southern worth $3.41M as of Q3 2013.
  • Sage Asset Management bought 8,350 Kansas City Southern shares in Q3 2013, an estimated $918K.
  • Kansas City Southern made up 2.51% of Sage Asset Management's portfolio in Q3 2013, its #10 holding.
  • Sage Asset Management first reported a position in Kansas City Southern in Q2 2013 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2013.

Based on Sage Asset Management's 13F filing for Q3 2013, filed 13 Nov 2013.