S
KSU

SignatureFD’s Kansas City Southern KSU Stock Holding History

SignatureFD’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
-574
Closed -$155K – 3363
2021
Q3 		$155K Buy
574
+72
+14% +$20K 0.01% 797
2021
Q2 		$142K Sell
502
-201
-29% -$58K 0.01% 812
2021
Q1 		$186K Buy
703
+204
+41% +$44.4K 0.01% 626
2020
Q4 		$102K Sell
499
-2
-0.4% -$376 ﹤0.01% 775
2020
Q3 		$91K Sell
501
-20
-4% -$3.46K ﹤0.01% 735
2020
Q2 		$78K Buy
521
+14
+3% +$1.97K ﹤0.01% 778
2020
Q1 		$64K Buy
507
+229
+82% +$34.9K 0.01% 803
2019
Q4 		$43K Buy
278
+31
+13% +$4.55K ﹤0.01% 1029
2019
Q3 		$33K Buy
247
+12
+5% +$1.5K ﹤0.01% 1068
2019
Q2 		$29K Buy
235
+38
+19% +$4.55K ﹤0.01% 1092
2019
Q1 		$23K Buy
197
+57
+41% +$6.16K ﹤0.01% 1143
2018
Q4 		$13K Sell
140
-381
-73% -$38.7K ﹤0.01% 1289
2018
Q3 		$59K Sell
521
-1
-0.2% -$114 0.01% 816
2018
Q2 		$55K Buy
522
+213
+69% +$23.2K 0.01% 831
2018
Q1 		$34K Buy
+309
New +$33.5K ﹤0.01% 876
2016
Q4 		– Sell
-55
Closed -$5K – 1376
2016
Q3 		$5K Hold
55
– – ﹤0.01% 1260
2016
Q2 		$5K Hold
55
– – ﹤0.01% 1101
2016
Q1 		$5K Buy
55
+4
+8% +$312 ﹤0.01% 1022
2015
Q4 		$4K Buy
51
+15
+42% +$1.28K ﹤0.01% 977
2015
Q3 		$3K Buy
+36
New +$3.4K ﹤0.01% 978

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

SignatureFD's KSU Position: Q4 2021 in Review

SignatureFD sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 574 shares — an estimated $155K sold.

SignatureFD first reported a position in KSU in Q3 2015 and held it in 20 quarters. The position peaked at $186K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • SignatureFD reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • SignatureFD sold 574 Kansas City Southern shares in Q4 2021, an estimated $155K.
  • SignatureFD first reported a position in Kansas City Southern in Q3 2015 and held it in 20 quarters.
  • SignatureFD's Kansas City Southern position peaked at $186K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on SignatureFD's 13F filing for Q4 2021, filed 25 Jan 2022.