UB
KSU

UMB Bank’s Kansas City Southern KSU Stock Holding History

UMB Bank’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
-38,389
Closed -$10.4M – 2017
2021
Q3 		$10.4M Buy
38,389
+871
+2% +$243K 0.23% 103
2021
Q2 		$10.6M Sell
37,518
-345
-0.9% -$99.6K 0.24% 97
2021
Q1 		$9.99M Sell
37,863
-780
-2% -$170K 0.24% 95
2020
Q4 		$7.89M Sell
38,643
-905
-2% -$170K 0.21% 103
2020
Q3 		$5.9M Hold
39,548
– – 0.18% 113
2020
Q2 		$5.9M Sell
39,548
-200
-0.5% -$28.1K 0.18% 113
2020
Q1 		$5.05M Sell
39,748
-614
-2% -$93.7K 0.18% 114
2019
Q4 		$6.18M Buy
40,362
+31
+0.1% +$4.55K 0.17% 114
2019
Q3 		$5.36K Sell
40,331
-57
-0.1% -$7.11K 0.13% 121
2019
Q2 		$4.92K Sell
40,388
-261
-0.6% -$31.2K 0.12% 123
2019
Q1 		$4.71M Sell
40,649
-6
-0% -$648 0.14% 124
2018
Q4 		$3.88K Hold
40,655
– – 0.12% 124
2018
Q3 		$4.61M Sell
40,655
-45
-0.1% -$5.13K 0.14% 123
2018
Q2 		$4.31M Buy
40,700
+1,550
+4% +$169K 0.14% 124
2018
Q1 		$4.3M Hold
39,150
– – 0.14% 129
2017
Q4 		$4.12M Hold
39,150
– – 0.13% 128
2017
Q3 		$4.25M Hold
39,150
– – 0.15% 120
2017
Q2 		$4.1M Buy
39,150
+1,350
+4% +$127K 0.14% 118
2017
Q1 		$3.24M Sell
37,800
-360
-0.9% -$30.9K 0.11% 132
2016
Q4 		$3.24M Sell
38,160
-2,160
-5% -$190K 0.12% 127
2016
Q3 		$3.76M Sell
40,320
-300
-0.7% -$28.4K 0.15% 121
2016
Q2 		$3.66M Hold
40,620
– – 0.15% 115
2016
Q1 		$3.47M Sell
40,620
-195
-0.5% -$15.2K 0.15% 117
2015
Q4 		$3.05M Buy
40,815
+105
+0.3% +$8.97K 0.13% 136
2015
Q3 		$3.7M Sell
40,710
-2,245
-5% -$212K 0.22% 94
2015
Q2 		$3.92K Sell
42,955
-18,400
-30% -$1.82M 0.18% 108
2015
Q1 		$6.26K Sell
61,355
-7,704
-11% -$873K 0.28% 88
2014
Q4 		$8.43M Buy
69,059
+18,259
+36% +$2.18M 0.38% 69
2014
Q3 		$6.16K Sell
50,800
-1,200
-2% -$137K 0.3% 80
2014
Q2 		$5.59M Sell
52,000
-200
-0.4% -$20.7K 0.27% 84
2014
Q1 		$5.33M Buy
52,200
+450
+0.9% +$46.4K 0.3% 84
2013
Q4 		$6.41K Buy
51,750
+360
+0.7% +$43.1K 0.35% 77
2013
Q3 		$5.62K Hold
51,390
– – 0.32% 77
2013
Q2 		$5.45K Buy
+51,390
New +$5.59M 0.32% 79

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

UMB Bank's KSU Position: Q4 2021 in Review

UMB Bank sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 38,389 shares — an estimated $10.4M sold.

UMB Bank first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $10.6M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • UMB Bank reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • UMB Bank sold 38,389 Kansas City Southern shares in Q4 2021, an estimated $10.4M.
  • UMB Bank first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • UMB Bank's Kansas City Southern position peaked at $10.6M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on UMB Bank's 13F filing for Q4 2021, filed 9 Feb 2022.