SCA
KSU

STALEY CAPITAL ADVISERS’s Kansas City Southern KSU Stock Holding History

STALEY CAPITAL ADVISERS’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
Q1 		– Sell
-134,035
Closed -$20.5M – 178
2019
Q4 		$20.5M Sell
134,035
-700
-0.5% -$103K 1.39% 24
2019
Q3 		$17.9M Sell
134,735
-2,500
-2% -$312K 1.34% 26
2019
Q2 		$16.7M Buy
137,235
+650
+0.5% +$77.8K 1.25% 27
2019
Q1 		$15.8M Buy
136,585
+6,375
+5% +$688K 1.17% 31
2018
Q4 		$12.4M Buy
130,210
+46,270
+55% +$4.7M 1.01% 33
2018
Q3 		$9.51M Buy
83,940
+48,865
+139% +$5.57M 0.66% 37
2018
Q2 		$3.72M Buy
+35,075
New +$3.81M 0.29% 48

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

STALEY CAPITAL ADVISERS's KSU Position: Q1 2020 in Review

STALEY CAPITAL ADVISERS sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 134,035 shares — an estimated $20.5M sold.

STALEY CAPITAL ADVISERS first reported a position in KSU in Q2 2018 and held it in 7 quarters. The position peaked at $20.5M in Q4 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • STALEY CAPITAL ADVISERS reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 134,035 Kansas City Southern shares in Q1 2020, an estimated $20.5M.
  • STALEY CAPITAL ADVISERS first reported a position in Kansas City Southern in Q2 2018 and held it in 7 quarters.
  • STALEY CAPITAL ADVISERS's Kansas City Southern position peaked at $20.5M in Q4 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2020, filed 8 May 2020.