UIM
KSU

USS Investment Management’s Kansas City Southern KSU Stock Holding History

USS Investment Management’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
-20,064
Closed -$5.43M – 698
2021
Q3 		$5.43M Buy
20,064
+17,470
+673% +$4.86M 0.05% 405
2021
Q2 		$735K Hold
2,594
– – 0.01% 556
2021
Q1 		$684K Hold
2,594
– – 0.01% 544
2020
Q4 		$530K Hold
2,594
– – ﹤0.01% 560
2020
Q3 		$469K Hold
2,594
– – ﹤0.01% 552
2020
Q2 		$387K Buy
+2,594
New +$365K ﹤0.01% 572
2014
Q4 		– Sell
-465,547
Closed -$56.4M – 103
2014
Q3 		$56.4M Hold
465,547
– – 0.99% 50
2014
Q2 		$50.1M Sell
465,547
-69,770
-13% -$7.21M 0.86% 52
2014
Q1 		$54.6M Buy
535,317
+25,000
+5% +$2.58M 0.99% 51
2013
Q4 		$61.1M Hold
510,317
– – 1.17% 44
2013
Q3 		$55.8M Hold
510,317
– – 1.04% 51
2013
Q2 		$54.1M Buy
+510,317
New +$55.5M 1.15% 47

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

USS Investment Management's KSU Position: Q4 2021 in Review

USS Investment Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 20,064 shares — an estimated $5.43M sold.

USS Investment Management first reported a position in KSU in Q2 2013 and held it in 12 quarters. The position peaked at $61.1M in Q4 2013. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • USS Investment Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • USS Investment Management sold 20,064 Kansas City Southern shares in Q4 2021, an estimated $5.43M.
  • USS Investment Management first reported a position in Kansas City Southern in Q2 2013 and held it in 12 quarters.
  • USS Investment Management's Kansas City Southern position peaked at $61.1M in Q4 2013.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on USS Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.