Symmetry Partners’s Kansas City Southern KSU Stock Holding History

Symmetry Partners’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	-1,721	Closed	-$480K	–	660
2021 Q3	$480K	Hold	1,721	–	–	0.03%	419
2021 Q2	$488K	Sell	1,721 -2,548	-60%	-$735K	0.03%	438
2021 Q1	$1.13M	Sell	4,269 -235	-5%	-$51.1K	0.08%	178
2020 Q4	$919K	Sell	4,504 -345	-7%	-$64.8K	0.07%	201
2020 Q3	$877K	Buy	4,849 +2,301	+90%	+$398K	0.07%	193
2020 Q2	$380K	Buy	2,548 +281	+12%	+$39.5K	0.05%	198
2020 Q1	$288K	Buy	+2,267	New	+$346K	0.06%	216

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

Symmetry Partners's KSU Position: Q4 2021 in Review

Symmetry Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,721 shares — an estimated $480K sold.

Symmetry Partners first reported a position in KSU in Q1 2020 and held it in 7 quarters. The position peaked at $1.13M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Symmetry Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Symmetry Partners sold 1,721 Kansas City Southern shares in Q4 2021, an estimated $480K.
Symmetry Partners first reported a position in Kansas City Southern in Q1 2020 and held it in 7 quarters.
Symmetry Partners's Kansas City Southern position peaked at $1.13M in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Symmetry Partners's 13F filing for Q4 2021, filed 11 Jan 2022.