SP
KSU

Stockbridge Partners’s Kansas City Southern KSU Stock Holding History

Stockbridge Partners’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
2016
Q4 		– Sell
-1,136,704
Closed -$106M – 14
2016
Q3 		$106M Sell
1,136,704
-177,906
-14% -$16.8M 5.1% 10
2016
Q2 		$118M Sell
1,314,610
-57
-0% -$5.19K 6.19% 7
2016
Q1 		$112M Sell
1,314,667
-61,704
-4% -$4.81M 5.97% 10
2015
Q4 		$103M Buy
1,376,371
+709,493
+106% +$60.6M 5.69% 11
2015
Q3 		$60.6M Buy
+666,878
New +$62.9M 3.44% 13

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stockbridge Partners's KSU Position: Q4 2016 in Review

Stockbridge Partners sold out of Kansas City Southern (KSU) in Q4 2016, closing a stake of 1,136,704 shares — an estimated $106M sold.

Stockbridge Partners first reported a position in KSU in Q3 2015 and held it in 5 quarters. The position peaked at $118M in Q2 2016. 523 funds tracked by Wall St. Rank hold KSU as of Q4 2016.

  • Stockbridge Partners reported no remaining Kansas City Southern position as of Q4 2016 after selling out during the quarter.
  • Stockbridge Partners sold 1,136,704 Kansas City Southern shares in Q4 2016, an estimated $106M.
  • Stockbridge Partners first reported a position in Kansas City Southern in Q3 2015 and held it in 5 quarters.
  • Stockbridge Partners's Kansas City Southern position peaked at $118M in Q2 2016.
  • 523 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2016.

Based on Stockbridge Partners's 13F filing for Q4 2016, filed 14 Feb 2017.