Truist Financial
KSU

Truist Financial’s Kansas City Southern KSU Stock Holding History

Truist Financial’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
-6,596
Closed -$1.78M – 2900
2021
Q3 		$1.78M Sell
6,596
-1,379
-17% -$384K ﹤0.01% 1333
2021
Q2 		$2.26M Sell
7,975
-327
-4% -$94.4K ﹤0.01% 1230
2021
Q1 		$2.19M Sell
8,302
-1,125
-12% -$245K ﹤0.01% 1191
2020
Q4 		$1.93M Sell
9,427
-114
-1% -$21.4K ﹤0.01% 1184
2020
Q3 		$1.72M Sell
9,541
-13,304
-58% -$2.3M ﹤0.01% 1135
2020
Q2 		$3.41M Sell
22,845
-975
-4% -$137K 0.01% 822
2020
Q1 		$3.03M Sell
23,820
-6,967
-23% -$1.06M 0.01% 822
2019
Q4 		$4.72M Buy
30,787
+28,817
+1,463% +$4.23M 0.01% 771
2019
Q3 		$262K Sell
1,970
-71
-3% -$8.85K ﹤0.01% 697
2019
Q2 		$249K Buy
2,041
+156
+8% +$18.7K ﹤0.01% 719
2019
Q1 		$219K Buy
+1,885
New +$204K ﹤0.01% 724
2015
Q4 		– Sell
-2,685
Closed -$244K – 827
2015
Q3 		$244K Buy
+2,685
New +$253K 0.01% 704
2015
Q1 		– Sell
-1,654
Closed -$202K – 831
2014
Q4 		$202K Buy
+1,654
New +$198K 0.01% 761

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

Truist Financial's KSU Position: Q4 2021 in Review

Truist Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 6,596 shares — an estimated $1.78M sold.

Truist Financial first reported a position in KSU in Q4 2014 and held it in 13 quarters. The position peaked at $4.72M in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Truist Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Truist Financial sold 6,596 Kansas City Southern shares in Q4 2021, an estimated $1.78M.
  • Truist Financial first reported a position in Kansas City Southern in Q4 2014 and held it in 13 quarters.
  • Truist Financial's Kansas City Southern position peaked at $4.72M in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Truist Financial's 13F filing for Q4 2021, filed 14 Feb 2022.