Sandler Capital Management’s Kansas City Southern KSU Stock Holding History

Sandler Capital 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 Q1	–	Sell	-17,447	Closed	-$3.56M	–	132
2020 Q4	$3.56M	Sell	17,447 -69,700	-80%	-$13.1M	0.42%	64
2020 Q3	$15.8M	Buy	+87,147	New	+$15.1M	1.58%	22
2020 Q1	–	Sell	-105,659	Closed	-$16.2M	–	112
2019 Q4	$16.2M	Buy	+105,659	New	+$15.5M	1.86%	21
2016 Q3	–	Sell	-72,320	Closed	-$6.51M	–	149
2016 Q2	$6.51M	Buy	+72,320	New	+$6.58M	0.86%	48
2014 Q4	–	Sell	-45,000	Closed	-$5.45M	–	254
2014 Q3	$5.45M	Buy	+45,000	New	+$5.13M	0.26%	130
2013 Q4	–	Sell	-64,700	Closed	-$7.08M	–	235
2013 Q3	$7.08M	Buy	+64,700	New	+$7.11M	0.22%	132

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandler Capital Management's KSU Position: Q1 2021 in Review

Sandler Capital Management sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 17,447 shares — an estimated $3.56M sold.

Sandler Capital Management first reported a position in KSU in Q3 2013 and held it in 6 quarters. The position peaked at $16.2M in Q4 2019. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

Sandler Capital Management reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
Sandler Capital Management sold 17,447 Kansas City Southern shares in Q1 2021, an estimated $3.56M.
Sandler Capital Management first reported a position in Kansas City Southern in Q3 2013 and held it in 6 quarters.
Sandler Capital Management's Kansas City Southern position peaked at $16.2M in Q4 2019.
784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Sandler Capital Management's 13F filing for Q1 2021, filed 17 May 2021.