SFS
KSU

Sowell Financial Services’s Kansas City Southern KSU Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-481
Closed -$142K – 3132
2021
Q1 		$142K Buy
481
+2
+0.4% +$435 ﹤0.01% 1218
2020
Q4 		$98K Buy
479
+12
+3% +$2.25K ﹤0.01% 1165
2020
Q3 		$84K Sell
467
-607
-57% -$105K ﹤0.01% 1043
2020
Q2 		$160K Sell
1,074
-76
-7% -$10.7K 0.01% 802
2020
Q1 		$146K Buy
1,150
+11
+1% +$1.68K 0.01% 744
2019
Q4 		$174K Buy
1,139
+707
+164% +$104K 0.01% 759
2019
Q3 		$57K Buy
+432
New +$53.9K ﹤0.01% 968

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return