Swiss Life Asset Management’s Kansas City Southern KSU Stock Holding History

Swiss Life Asset Management’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	-15,820	Closed	-$4.28M	–	578
2021 Q3	$4.28M	Buy	15,820 +870	+6%	+$242K	0.06%	318
2021 Q2	$4.24M	Buy	+14,950	New	+$4.32M	0.04%	353
2019 Q2	–	Sell	-2,709	Closed	-$314K	–	563
2019 Q1	$314K	Buy	+2,709	New	+$293K	﹤0.01%	461
2018 Q4	–	Sell	-11,520	Closed	-$1.3M	–	502
2018 Q3	$1.3M	Buy	11,520 +6,606	+134%	+$753K	0.02%	371
2018 Q2	$521K	Buy	+4,914	New	+$534K	0.01%	433
2018 Q1	–	Sell	-18,017	Closed	-$1.9M	–	535
2017 Q4	$1.9M	Buy	+18,017	New	+$1.92M	0.04%	222

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

Swiss Life Asset Management's KSU Position: Q4 2021 in Review

Swiss Life Asset Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 15,820 shares — an estimated $4.28M sold.

Swiss Life Asset Management first reported a position in KSU in Q4 2017 and held it in 6 quarters. The position peaked at $4.28M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Swiss Life Asset Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Swiss Life Asset Management sold 15,820 Kansas City Southern shares in Q4 2021, an estimated $4.28M.
Swiss Life Asset Management first reported a position in Kansas City Southern in Q4 2017 and held it in 6 quarters.
Swiss Life Asset Management's Kansas City Southern position peaked at $4.28M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Swiss Life Asset Management's 13F filing for Q4 2021, filed 29 Dec 2025.