SC
KSU

Savant Capital’s Kansas City Southern KSU Stock Holding History

Savant Capital’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
-3,470
Closed -$939K – 568
2021
Q3 		$939K Sell
3,470
-3
-0.1% -$835 0.03% 226
2021
Q2 		$984K Buy
3,473
+22
+0.6% +$6.35K 0.04% 208
2021
Q1 		$911K Buy
3,451
+12
+0.3% +$2.61K 0.05% 203
2020
Q4 		$702K Buy
3,439
+7
+0.2% +$1.31K 0.04% 217
2020
Q3 		$621K Buy
3,432
+2
+0.1% +$346 0.04% 225
2020
Q2 		$512K Buy
3,430
+29
+0.9% +$4.08K 0.04% 239
2020
Q1 		$433K Buy
3,401
+83
+3% +$12.7K 0.04% 243
2019
Q4 		$508K Buy
3,318
+9
+0.3% +$1.32K 0.06% 210
2019
Q3 		$440K Buy
3,309
+10
+0.3% +$1.25K 0.06% 202
2019
Q2 		$402K Buy
3,299
+10
+0.3% +$1.2K 0.06% 213
2019
Q1 		$381K Sell
3,289
-8
-0.2% -$864 0.07% 192
2018
Q4 		$315K Buy
3,297
+5
+0.2% +$508 0.07% 196
2018
Q3 		$373K Sell
3,292
-129
-4% -$14.7K 0.07% 201
2018
Q2 		$362K Buy
3,421
+156
+5% +$17K 0.08% 197
2018
Q1 		$359K Buy
3,265
+30
+0.9% +$3.25K 0.08% 193
2017
Q4 		$340K Buy
3,235
+11
+0.3% +$1.17K 0.07% 205
2017
Q3 		$350K Buy
3,224
+10
+0.3% +$1.05K 0.08% 180
2017
Q2 		$336K Buy
3,214
+13
+0.4% +$1.22K 0.08% 182
2017
Q1 		$275K Buy
3,201
+12
+0.4% +$1.03K 0.07% 210
2016
Q4 		$271K Buy
3,189
+11
+0.3% +$970 0.07% 211
2016
Q3 		$297K Buy
3,178
+12
+0.4% +$1.14K 0.08% 181
2016
Q2 		$285K Buy
+3,166
New +$288K 0.08% 191

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

Savant Capital's KSU Position: Q4 2021 in Review

Savant Capital sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,470 shares — an estimated $939K sold.

Savant Capital first reported a position in KSU in Q2 2016 and held it in 22 quarters. The position peaked at $984K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Savant Capital reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Savant Capital sold 3,470 Kansas City Southern shares in Q4 2021, an estimated $939K.
  • Savant Capital first reported a position in Kansas City Southern in Q2 2016 and held it in 22 quarters.
  • Savant Capital's Kansas City Southern position peaked at $984K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Savant Capital's 13F filing for Q4 2021, filed 8 Feb 2022.