UOC
KSU

UBS O'Connor’s Kansas City Southern KSU Stock Holding History

UBS O'Connor’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
-3,524,578
Closed -$954M – 1185
2021
Q3 		$954M Buy
3,524,578
+2,266,565
+180% +$631M 7.5% 3
2021
Q2 		$356M Buy
1,258,013
+608,013
+94% +$176M 3.19% 9
2021
Q1 		$172M Buy
+650,000
New +$141M 2.48% 8
2017
Q2 		– Sell
-53,297
Closed -$4.57M – 524
2017
Q1 		$4.57M Sell
53,297
-17,366
-25% -$1.49M 0.08% 222
2016
Q4 		$6M Buy
+70,663
New +$6.23M 0.12% 202
2015
Q3 		– Sell
-228,877
Closed -$20.9M – 803
2015
Q2 		$20.9M Buy
+228,877
New +$22.6M 0.36% 64

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