UFF
KSU

USA Financial Formulas’s Kansas City Southern KSU Stock Holding History

USA Financial Formulas’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
Closed -$1K – 514
2021
Q3 		$1K Sell
2
-7
-78% -$1.95K ﹤0.01% 388
2021
Q2 		$3K Sell
9
-4,092
-100% -$1.18M ﹤0.01% 289
2021
Q1 		$1.08M Buy
4,101
+4,096
+81,920% +$891K 0.88% 46
2020
Q4 		$1K Hold
5
– – ﹤0.01% 312
2020
Q3 		$1K Hold
5
– – ﹤0.01% 312
2020
Q2 		$1K Sell
5
-12,389
-100% -$1.74M ﹤0.01% 223
2020
Q1 		$1.58M Sell
12,394
-4,017
-24% -$613K 1% 39
2019
Q4 		$2.51M Buy
+16,411
New +$2.41M 1.04% 45

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

USA Financial Formulas's KSU Position: Q4 2021 in Review

USA Financial Formulas sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2 shares — an estimated $1K sold.

USA Financial Formulas first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $2.51M in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • USA Financial Formulas reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • USA Financial Formulas sold 2 Kansas City Southern shares in Q4 2021, an estimated $1K.
  • USA Financial Formulas first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
  • USA Financial Formulas's Kansas City Southern position peaked at $2.51M in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on USA Financial Formulas's 13F filing for Q4 2021, filed 10 Feb 2022.