SXL
KSU

Summit X LLC’s Kansas City Southern KSU Stock Holding History

Summit X LLC’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
2020
Q4 		– Sell
-200
Closed -$542 – 464
2020
Q3 		$542 Buy
+200
New +$34.6K 0.01% 305

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit X LLC's KSU Position: Q4 2020 in Review

Summit X LLC sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 200 shares — an estimated $542 sold.

Summit X LLC first reported a position in KSU in Q3 2020 and held it in 1 quarter. The position peaked at $542 in Q3 2020. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Summit X LLC reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 200 Kansas City Southern shares in Q4 2020, an estimated $542.
  • Summit X LLC first reported a position in Kansas City Southern in Q3 2020 and held it in 1 quarter.
  • Summit X LLC's Kansas City Southern position peaked at $542 in Q3 2020.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.