Sugarloaf Wealth Management’s Kansas City Southern KSU Stock Holding History

Sugarloaf Wealth Management’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	-183	Closed	-$50K	–	797
2021 Q3	$50K	Hold	183	–	–	0.01%	266
2021 Q2	$52K	Hold	183	–	–	0.01%	264
2021 Q1	$48	Hold	183	–	–	0.01%	277
2020 Q4	$37K	Hold	183	–	–	0.01%	288
2020 Q3	$33K	Hold	183	–	–	0.01%	296
2020 Q2	$27K	Hold	183	–	–	0.01%	316
2020 Q1	$23K	Hold	183	–	–	0.01%	309
2019 Q4	$28K	Buy	+183	New	+$26.9K	0.01%	326

Other funds holding KSU

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

Sugarloaf Wealth Management's KSU Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 183 shares — an estimated $50K sold.

Sugarloaf Wealth Management first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $52K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Sugarloaf Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 183 Kansas City Southern shares in Q4 2021, an estimated $50K.
Sugarloaf Wealth Management first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
Sugarloaf Wealth Management's Kansas City Southern position peaked at $52K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.