Simplex Trading
KSU

Simplex Trading’s Kansas City Southern KSU Stock Holding History

Simplex Trading’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
-6,700
Closed -$1.91M – 11921
2021
Q3 		$1.91M Hold
6,700
– – ﹤0.01% 2210
2021
Q2 		$1.9M Buy
+6,700
New +$1.93M ﹤0.01% 2236
2021
Q1 		– Sell
-233
Closed -$4.76M – 10482
2020
Q4 		$4.76M Sell
233
-211
-48% -$39.6K 0.01% 1024
2020
Q3 		$8.03M Sell
444
-118
-21% -$20.4K 0.01% 616
2020
Q2 		$8.39M Buy
562
+172
+44% +$24.2K 0.01% 588
2020
Q1 		$4.96M Buy
390
+256
+191% +$39.1K 0.01% 701
2019
Q4 		$2.05M Buy
134
+70
+109% +$10.3K ﹤0.01% 1458
2019
Q3 		$851K Buy
64
+10
+19% +$1.25K ﹤0.01% 2091
2019
Q2 		$657K Buy
54
+17
+46% +$2.04K ﹤0.01% 2320
2019
Q1 		$429K Sell
37
-358
-91% -$38.7K ﹤0.01% 2813
2018
Q4 		$3.77M Buy
395
+68
+21% +$6.9K 0.01% 711
2018
Q3 		$3.7M Buy
327
+211
+182% +$24K 0.01% 802
2018
Q2 		$1.23M Sell
116
-21
-15% -$2.28K ﹤0.01% 1600
2018
Q1 		$13K Sell
137
-282
-67% -$30.6K ﹤0.01% 3823
2017
Q4 		$71K Buy
419
+301
+255% +$32.1K ﹤0.01% 2113
2017
Q3 		$19K Sell
118
-3
-2% -$315 ﹤0.01% 3214
2017
Q2 		$28K Buy
121
+38
+46% +$3.56K ﹤0.01% 2961
2017
Q1 		$10K Sell
83
-39
-32% -$3.34K ﹤0.01% 4003
2016
Q4 		$62K Sell
122
-43
-26% -$3.79K ﹤0.01% 1952
2016
Q3 		$26K Buy
165
+85
+106% +$8.05K ﹤0.01% 2720
2016
Q2 		$33K Buy
80
+23
+40% +$2.09K ﹤0.01% 2447
2016
Q1 		$36K Sell
57
-28
-33% -$2.18K ﹤0.01% 2263
2015
Q4 		$122K Sell
85
-27
-24% -$2.31K 0.01% 1208
2015
Q3 		$80K Sell
112
-73
-39% -$6.89K 0.01% 1597
2015
Q2 		$83K Buy
185
+59
+47% +$5.82K 0.01% 1332
2015
Q1 		$80K Buy
126
+19
+18% +$2.15K 0.01% 1242
2014
Q4 		$40K Buy
+107
New +$12.8K ﹤0.01% 1531

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

Simplex Trading's KSU Position: Q4 2021 in Review

Simplex Trading sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,223 shares — an estimated $348K sold.

Simplex Trading first reported a position in KSU in Q4 2014 and held it in 12 quarters. The position peaked at $1.84M in Q3 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Simplex Trading reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Simplex Trading sold 1,223 Kansas City Southern shares in Q4 2021, an estimated $348K.
  • Simplex Trading first reported a position in Kansas City Southern in Q4 2014 and held it in 12 quarters.
  • Simplex Trading's Kansas City Southern position peaked at $1.84M in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Simplex Trading's 13F filing for Q4 2021, filed 4 Feb 2022.