SAM
KSU

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

Scopus 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
2020
Q2 		– Sell
-200,000
Closed -$25.4M – 231
2020
Q1 		$25.4M Buy
+200,000
New +$30.5M 2.18% 12
2016
Q3 		– Sell
-400,000
Closed -$36M – 262
2016
Q2 		$36M Buy
+400,000
New +$36.4M 0.48% 53

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scopus Asset Management's KSU Position: Q1 2021 in Review

Scopus Asset Management sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 60,000 shares — an estimated $12.2M sold.

Scopus Asset Management first reported a position in KSU in Q2 2013 and held it in 12 quarters. The position peaked at $41.9M in Q3 2019. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Scopus Asset Management reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Scopus Asset Management sold 60,000 Kansas City Southern shares in Q1 2021, an estimated $12.2M.
  • Scopus Asset Management first reported a position in Kansas City Southern in Q2 2013 and held it in 12 quarters.
  • Scopus Asset Management's Kansas City Southern position peaked at $41.9M in Q3 2019.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

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