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
Q3 		– Sell
-151,800
Closed -$858K – 1033
2021
Q2 		$858K Buy
+151,800
New +$43.8M 0.01% 575

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

UBS O'Connor's KSU Position: Q4 2021 in Review

UBS O'Connor sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,524,578 shares — an estimated $954M sold.

UBS O'Connor first reported a position in KSU in Q2 2015 and held it in 6 quarters. The position peaked at $954M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • UBS O'Connor reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • UBS O'Connor sold 3,524,578 Kansas City Southern shares in Q4 2021, an estimated $954M.
  • UBS O'Connor first reported a position in Kansas City Southern in Q2 2015 and held it in 6 quarters.
  • UBS O'Connor's Kansas City Southern position peaked at $954M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on UBS O'Connor's 13F filing for Q4 2021, filed 14 Feb 2022.