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 – 3126
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's KSU Position: Q2 2021 in Review

Sowell Financial Services sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 481 shares — an estimated $142K sold.

Sowell Financial Services first reported a position in KSU in Q3 2019 and held it in 7 quarters. The position peaked at $174K in Q4 2019. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • Sowell Financial Services reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 481 Kansas City Southern shares in Q2 2021, an estimated $142K.
  • Sowell Financial Services first reported a position in Kansas City Southern in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Kansas City Southern position peaked at $174K in Q4 2019.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.