TrustCore Financial Services’s Kansas City Southern KSU Stock Holding History

TrustCore Financial Services’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	-19	Closed	-$5K	–	1093
2021 Q3	$5K	Buy	+19	New	+$5.29K	﹤0.01%	880
2019 Q4	–	Sell	-10	Closed	-$1K	–	994
2019 Q3	$1K	Buy	+10	New	+$1.25K	﹤0.01%	937
2019 Q2	–	Sell	-72	Closed	-$8K	–	951
2019 Q1	$8K	Buy	+72	New	+$7.78K	﹤0.01%	610
2018 Q4	–	Sell	-172	Closed	-$19K	–	841
2018 Q3	$19K	Sell	172 -12	-7%	-$1.37K	0.01%	466
2018 Q2	$19K	Buy	+184	New	+$20K	0.01%	459

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

TrustCore Financial Services's KSU Position: Q4 2021 in Review

TrustCore Financial Services sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 19 shares — an estimated $5K sold.

TrustCore Financial Services first reported a position in KSU in Q2 2018 and held it in 5 quarters. The position peaked at $19K in Q3 2018. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

TrustCore Financial Services reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
TrustCore Financial Services sold 19 Kansas City Southern shares in Q4 2021, an estimated $5K.
TrustCore Financial Services first reported a position in Kansas City Southern in Q2 2018 and held it in 5 quarters.
TrustCore Financial Services's Kansas City Southern position peaked at $19K in Q3 2018.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on TrustCore Financial Services's 13F filing for Q4 2021, filed 9 Feb 2022.