TAM
KSU

Telemark Asset Management’s Kansas City Southern KSU Stock Holding History

Telemark 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
2020
Q4 		– Sell
-130,000
Closed -$23.5M – 68
2020
Q3 		$23.5M Buy
130,000
+30,000
+30% +$5.19M 2.84% 9
2020
Q2 		$14.9M Buy
+100,000
New +$14.1M 2.36% 9
2018
Q4 		– Sell
-250,000
Closed -$28.3M – 41
2018
Q3 		$28.3M Buy
250,000
+100,000
+67% +$11.4M 3.53% 8
2018
Q2 		$15.9M Buy
+150,000
New +$16.3M 2% 20

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

Telemark Asset Management's KSU Position: Q4 2020 in Review

Telemark Asset Management sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 130,000 shares — an estimated $23.5M sold.

Telemark Asset Management first reported a position in KSU in Q2 2018 and held it in 4 quarters. The position peaked at $28.3M in Q3 2018. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Telemark Asset Management reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Telemark Asset Management sold 130,000 Kansas City Southern shares in Q4 2020, an estimated $23.5M.
  • Telemark Asset Management first reported a position in Kansas City Southern in Q2 2018 and held it in 4 quarters.
  • Telemark Asset Management's Kansas City Southern position peaked at $28.3M in Q3 2018.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Telemark Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.