TA
KSU

Tiedemann Advisors’s Kansas City Southern KSU Stock Holding History

Tiedemann Advisors’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
-8,380
Closed -$2.27M – 305
2021
Q3 		$2.27M Sell
8,380
-9
-0.1% -$2.51K 0.12% 77
2021
Q2 		$2.38M Sell
8,389
-19
-0.2% -$5.48K 0.1% 97
2021
Q1 		$2.22M Buy
8,408
+15
+0.2% +$3.26K 0.1% 98
2020
Q4 		$1.72M Buy
8,393
+3,585
+75% +$673K 0.08% 111
2020
Q3 		$871K Sell
4,808
-3
-0.1% -$519 0.04% 184
2020
Q2 		$720K Hold
4,811
– – 0.04% 187
2020
Q1 		$614K Buy
4,811
+11
+0.2% +$1.68K 0.04% 189
2019
Q4 		$737K Sell
4,800
-1,005
-17% -$147K 0.04% 185
2019
Q3 		$775K Sell
5,805
-495
-8% -$61.7K 0.04% 194
2019
Q2 		$769K Sell
6,300
-9
-0.1% -$1.08K 0.04% 174
2019
Q1 		$734K Buy
6,309
+6
+0.1% +$648 0.03% 257
2018
Q4 		$604K Buy
6,303
+3
+0% +$305 0.03% 268
2018
Q3 		$716K Buy
6,300
+1,800
+40% +$205K 0.04% 200
2018
Q2 		$479K Buy
+4,500
New +$489K 0.03% 228

Other funds holding KSU

Kovitz Investment Group Partners
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

Tiedemann Advisors's KSU Position: Q4 2021 in Review

Tiedemann Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 8,380 shares — an estimated $2.27M sold.

Tiedemann Advisors first reported a position in KSU in Q2 2018 and held it in 14 quarters. The position peaked at $2.38M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Tiedemann Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 8,380 Kansas City Southern shares in Q4 2021, an estimated $2.27M.
  • Tiedemann Advisors first reported a position in Kansas City Southern in Q2 2018 and held it in 14 quarters.
  • Tiedemann Advisors's Kansas City Southern position peaked at $2.38M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Tiedemann Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.