Summit Securities Group’s Kansas City Southern KSU Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-2,000	Closed	-$408K	–	824
2020 Q4	$408K	Buy	+2,000	New	+$376K	0.03%	397
2020 Q2	–	Sell	-7,500	Closed	-$954K	–	498
2020 Q1	$954K	Buy	+7,500	New	+$1.14M	0.17%	116
2018 Q1	–	Sell	-3,400	Closed	-$358K	–	250
2017 Q4	$358K	Buy	+3,400	New	+$363K	0.04%	118
2016 Q1	–	Sell	-10,000	Closed	-$747K	–	355
2015 Q4	$747K	Buy	+10,000	New	+$854K	0.24%	69

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

Summit Securities Group's KSU Position: Q1 2021 in Review

Summit Securities Group sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 2,000 shares — an estimated $408K sold.

Summit Securities Group first reported a position in KSU in Q4 2015 and held it in 4 quarters. The position peaked at $954K in Q1 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

Summit Securities Group reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
Summit Securities Group sold 2,000 Kansas City Southern shares in Q1 2021, an estimated $408K.
Summit Securities Group first reported a position in Kansas City Southern in Q4 2015 and held it in 4 quarters.
Summit Securities Group's Kansas City Southern position peaked at $954K in Q1 2020.
784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Summit Securities Group's 13F filing for Q1 2021, filed 14 Apr 2021.