Sloy Dahl & Holst’s Kansas City Southern KSU Stock Holding History

Sloy Dahl & Holst’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	-871	Closed	-$236K	–	91
2021 Q3	$236K	Buy	+871	New	+$243K	0.05%	81

Other funds holding KSU

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

Sloy Dahl & Holst's KSU Position: Q4 2021 in Review

Sloy Dahl & Holst sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 871 shares — an estimated $236K sold.

Sloy Dahl & Holst first reported a position in KSU in Q3 2021 and held it in 1 quarter. The position peaked at $236K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Sloy Dahl & Holst reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Sloy Dahl & Holst sold 871 Kansas City Southern shares in Q4 2021, an estimated $236K.
Sloy Dahl & Holst first reported a position in Kansas City Southern in Q3 2021 and held it in 1 quarter.
Sloy Dahl & Holst's Kansas City Southern position peaked at $236K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Sloy Dahl & Holst's 13F filing for Q4 2021, filed 9 Feb 2022.