Stifel Financial
KSU

Stifel Financial’s Kansas City Southern KSU Stock Holding History

Stifel Financial’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
-13,705
Closed -$3.71M – 3520
2021
Q3 		$3.71M Sell
13,705
-22,385
-62% -$6.23M 0.01% 1186
2021
Q2 		$10.2M Sell
36,090
-3,428
-9% -$990K 0.02% 696
2021
Q1 		$10.4M Sell
39,518
-2,952
-7% -$642K 0.02% 639
2020
Q4 		$8.67M Buy
42,470
+6,802
+19% +$1.28M 0.02% 636
2020
Q3 		$6.45M Buy
35,668
+3,784
+12% +$655K 0.01% 682
2020
Q2 		$4.76M Buy
31,884
+2,090
+7% +$294K 0.01% 743
2020
Q1 		$3.79M Buy
29,794
+11,671
+64% +$1.78M 0.01% 763
2019
Q4 		$2.77M Sell
18,123
-384
-2% -$56.4K 0.01% 1140
2019
Q3 		$2.46M Sell
18,507
-1,230
-6% -$153K 0.01% 1186
2019
Q2 		$2.4M Sell
19,737
-2,101
-10% -$251K 0.01% 1222
2019
Q1 		$2.54M Buy
21,838
+5,245
+32% +$566K 0.01% 1114
2018
Q4 		$1.59M Sell
16,593
-4,748
-22% -$482K 0.01% 1274
2018
Q3 		$2.42M Buy
21,341
+907
+4% +$103K 0.01% 1159
2018
Q2 		$2.17M Sell
20,434
-953
-4% -$104K 0.01% 1165
2018
Q1 		$2.35M Buy
21,387
+3,228
+18% +$350K 0.01% 1078
2017
Q4 		$1.92M Sell
18,159
-52,112
-74% -$5.56M 0.01% 1169
2017
Q3 		$7.61M Sell
70,271
-82,794
-54% -$8.68M 0.03% 597
2017
Q2 		$15.9M Buy
153,065
+7,632
+5% +$716K 0.06% 317
2017
Q1 		$12.4M Buy
145,433
+66,309
+84% +$5.68M 0.05% 382
2016
Q4 		$6.7M Buy
79,124
+1,872
+2% +$165K 0.03% 554
2016
Q3 		$7.19M Buy
77,252
+1,783
+2% +$169K 0.03% 500
2016
Q2 		$6.8M Buy
75,469
+11,750
+18% +$1.07M 0.03% 486
2016
Q1 		$5.44M Sell
63,719
-44,671
-41% -$3.48M 0.03% 510
2015
Q4 		$8.1M Buy
108,390
+62,580
+137% +$5.35M 0.04% 402
2015
Q3 		$4.17M Buy
45,810
+2,329
+5% +$220K 0.02% 586
2015
Q2 		$3.97M Sell
43,481
-500
-1% -$49.3K 0.02% 672
2015
Q1 		$4.5M Sell
43,981
-2,578
-6% -$292K 0.02% 646
2014
Q4 		$5.68M Buy
+46,559
New +$5.57M 0.03% 556

Other funds holding KSU

Kovitz Investment Group Partners
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

Stifel Financial's KSU Position: Q4 2021 in Review

Stifel Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 13,705 shares — an estimated $3.71M sold.

Stifel Financial first reported a position in KSU in Q4 2014 and held it in 28 quarters. The position peaked at $15.9M in Q2 2017. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Stifel Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Stifel Financial sold 13,705 Kansas City Southern shares in Q4 2021, an estimated $3.71M.
  • Stifel Financial first reported a position in Kansas City Southern in Q4 2014 and held it in 28 quarters.
  • Stifel Financial's Kansas City Southern position peaked at $15.9M in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Stifel Financial's 13F filing for Q4 2021, filed 14 Feb 2022.