Sage Mountain Advisors’s Kansas City Southern KSU Stock Holding History

Sage Mountain 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 Q4	–	Sell	-788	Closed	-$213K	–	735
2021 Q3	$213K	Buy	788 +8	+1%	+$2.23K	0.03%	427
2021 Q2	$221K	Buy	780 +9	+1%	+$2.6K	0.04%	375
2021 Q1	$203K	Buy	+771	New	+$168K	0.04%	301

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

Sage Mountain Advisors's KSU Position: Q4 2021 in Review

Sage Mountain Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 788 shares — an estimated $213K sold.

Sage Mountain Advisors first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $221K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Sage Mountain Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Sage Mountain Advisors sold 788 Kansas City Southern shares in Q4 2021, an estimated $213K.
Sage Mountain Advisors first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Sage Mountain Advisors's Kansas City Southern position peaked at $221K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Sage Mountain Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.