Ullmann Wealth Partners Group’s Kansas City Southern KSU Stock Holding History

Ullmann Wealth Partners Group’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	-2,492	Closed	-$674K	–	92
2021 Q3	$674K	Hold	2,492	–	–	0.27%	38
2021 Q2	$706K	Hold	2,492	–	–	0.29%	39
2021 Q1	$658K	Hold	2,492	–	–	0.29%	38
2020 Q4	$509K	Sell	2,492 -2,200	-47%	-$413K	0.25%	39
2020 Q3	$848K	Buy	+4,692	New	+$812K	0.49%	29

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

Ullmann Wealth Partners Group's KSU Position: Q4 2021 in Review

Ullmann Wealth Partners Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,492 shares — an estimated $674K sold.

Ullmann Wealth Partners Group first reported a position in KSU in Q3 2020 and held it in 5 quarters. The position peaked at $848K in Q3 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Ullmann Wealth Partners Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Ullmann Wealth Partners Group sold 2,492 Kansas City Southern shares in Q4 2021, an estimated $674K.
Ullmann Wealth Partners Group first reported a position in Kansas City Southern in Q3 2020 and held it in 5 quarters.
Ullmann Wealth Partners Group's Kansas City Southern position peaked at $848K in Q3 2020.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Ullmann Wealth Partners Group's 13F filing for Q4 2021, filed 26 Jan 2022.