SSG
KSU

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
Q3 		– Sell
-530
Closed -$15M – 941
2021
Q2 		$15M Buy
+530
New +$153K 1.24% 12

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

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.