SW
KSU

SlateStone Wealth’s Kansas City Southern KSU Stock Holding History

SlateStone Wealth’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
Q4 		– Sell
-6,915
Closed -$1.25M – 187
2020
Q3 		$1.25M Buy
+6,915
New +$1.2M 0.27% 88

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SlateStone Wealth's KSU Position: Q4 2020 in Review

SlateStone Wealth sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 6,915 shares — an estimated $1.25M sold.

SlateStone Wealth first reported a position in KSU in Q3 2020 and held it in 1 quarter. The position peaked at $1.25M in Q3 2020. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • SlateStone Wealth reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • SlateStone Wealth sold 6,915 Kansas City Southern shares in Q4 2020, an estimated $1.25M.
  • SlateStone Wealth first reported a position in Kansas City Southern in Q3 2020 and held it in 1 quarter.
  • SlateStone Wealth's Kansas City Southern position peaked at $1.25M in Q3 2020.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on SlateStone Wealth's 13F filing for Q4 2020, filed 25 Jan 2021.