SLF
KSU

Sun Life Financial’s Kansas City Southern KSU Stock Holding History

Sun Life Financial’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
-2,989
Closed -$809K – 98
2021
Q3 		$809K Buy
2,989
+701
+31% +$195K 0.05% 51
2021
Q2 		$649K Sell
2,288
-2,040
-47% -$589K 0.03% 47
2021
Q1 		$1.14M Sell
4,328
-57
-1% -$12.4K 0.1% 37
2020
Q4 		$895K Sell
4,385
-327
-7% -$61.4K 0.12% 39
2020
Q3 		$851K Sell
4,712
-759
-14% -$131K 0.14% 45
2020
Q2 		$820K Sell
5,471
-248
-4% -$34.9K 0.16% 45
2020
Q1 		$727K Sell
5,719
-546
-9% -$83.3K 0.18% 33
2019
Q4 		$960K Sell
6,265
-386
-6% -$56.6K 0.26% 32
2019
Q3 		$882K Sell
6,651
-622
-9% -$77.5K 0.23% 70
2019
Q2 		$883K Sell
7,273
-915
-11% -$110K 0.22% 33
2019
Q1 		$950K Sell
8,188
-704
-8% -$76K 0.21% 76
2018
Q4 		$850K Buy
8,892
+651
+8% +$66.1K 0.18% 82
2018
Q3 		$933K Buy
8,241
+2
+0% +$228 0.17% 95
2018
Q2 		$873K Buy
8,239
+7,385
+865% +$803K 0.12% 95
2018
Q1 		$7.78K Sell
854
-4,823
-85% -$523K 0.07% 112
2017
Q4 		$597K Sell
5,677
-232
-4% -$24.7K 0.06% 105
2017
Q3 		$641K Sell
5,909
-567
-9% -$59.5K 0.06% 106
2017
Q2 		$679K Buy
6,476
+6,471
+129,420% +$607K 0.07% 92
2017
Q1 		$58 Hold
5
– – ﹤0.01% 495
2016
Q4 		$58 Buy
+5
New +$441 ﹤0.01% 446

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

Sun Life Financial's KSU Position: Q4 2021 in Review

Sun Life Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,989 shares — an estimated $809K sold.

Sun Life Financial first reported a position in KSU in Q4 2016 and held it in 20 quarters. The position peaked at $1.14M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Sun Life Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Sun Life Financial sold 2,989 Kansas City Southern shares in Q4 2021, an estimated $809K.
  • Sun Life Financial first reported a position in Kansas City Southern in Q4 2016 and held it in 20 quarters.
  • Sun Life Financial's Kansas City Southern position peaked at $1.14M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Sun Life Financial's 13F filing for Q4 2021, filed 11 Feb 2022.