Swedbank’s Kansas City Southern KSU Stock Holding History

Swedbank’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	-17,797	Closed	-$4.82M	–	772
2021 Q3	$4.82M	Sell	17,797 -802	-4%	-$223K	0.01%	553
2021 Q2	$5.27M	Sell	18,599 -204	-1%	-$58.9K	0.01%	546
2021 Q1	$4.96M	Buy	+18,803	New	+$4.09M	0.01%	542

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

Swedbank's KSU Position: Q4 2021 in Review

Swedbank sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 17,797 shares — an estimated $4.82M sold.

Swedbank first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $5.27M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Swedbank reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Swedbank sold 17,797 Kansas City Southern shares in Q4 2021, an estimated $4.82M.
Swedbank first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Swedbank's Kansas City Southern position peaked at $5.27M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Swedbank's 13F filing for Q4 2021, filed 6 Dec 2024.