Sanders Morris Harris’s Kansas City Southern KSU Stock Holding History

Sanders Morris Harris’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	-5,324	Closed	-$1.5M	–	362
2021 Q3	$1.5M	Hold	5,324	–	–	0.27%	61
2021 Q2	$1.51M	Hold	5,324	–	–	0.29%	69
2021 Q1	$1.41M	Hold	5,324	–	–	0.3%	62
2020 Q4	$1.14M	Hold	5,324	–	–	0.26%	73
2020 Q3	$967K	Buy	+5,324	New	+$922K	0.26%	76
2020 Q2	–	Sell	-2,824	Closed	-$347K	–	237
2020 Q1	$347K	Sell	2,824 -5,676	-67%	-$866K	0.34%	70
2019 Q4	$1.32M	Hold	8,500	–	–	0.3%	88
2019 Q3	$1.07M	Hold	8,500	–	–	0.26%	91
2019 Q2	$1.05M	Buy	+8,500	New	+$1.02M	0.27%	81

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

Sanders Morris Harris's KSU Position: Q4 2021 in Review

Sanders Morris Harris sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 5,324 shares — an estimated $1.5M sold.

Sanders Morris Harris first reported a position in KSU in Q2 2019 and held it in 9 quarters. The position peaked at $1.51M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Sanders Morris Harris reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Sanders Morris Harris sold 5,324 Kansas City Southern shares in Q4 2021, an estimated $1.5M.
Sanders Morris Harris first reported a position in Kansas City Southern in Q2 2019 and held it in 9 quarters.
Sanders Morris Harris's Kansas City Southern position peaked at $1.51M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Sanders Morris Harris's 13F filing for Q4 2021, filed 2 Feb 2022.