Tidal Investments’s Kansas City Southern KSU Stock Holding History

Tidal Investments’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	-1,301	Closed	-$352K	–	1088
2021 Q3	$352K	Buy	1,301 +207	+19%	+$57.6K	0.01%	619
2021 Q2	$310K	Buy	+1,094	New	+$316K	0.01%	562

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

Tidal Investments's KSU Position: Q4 2021 in Review

Tidal Investments sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,301 shares — an estimated $352K sold.

Tidal Investments first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $352K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Tidal Investments reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Tidal Investments sold 1,301 Kansas City Southern shares in Q4 2021, an estimated $352K.
Tidal Investments first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
Tidal Investments's Kansas City Southern position peaked at $352K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Tidal Investments's 13F filing for Q4 2021, filed 16 Feb 2022.