URS
KSU

Utah Retirement Systems’s Kansas City Southern KSU Stock Holding History

Utah Retirement Systems’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
-16,352
Closed -$4.42M – 1009
2021
Q3 		$4.42M Sell
16,352
-900
-5% -$251K 0.06% 324
2021
Q2 		$4.89M Sell
17,252
-100
-0.6% -$28.9K 0.06% 313
2021
Q1 		$4.58M Sell
17,352
-1,300
-7% -$283K 0.06% 304
2020
Q4 		$3.81M Buy
18,652
+500
+3% +$93.9K 0.05% 338
2020
Q3 		$3.28M Buy
18,152
+100
+0.6% +$17.3K 0.05% 329
2020
Q2 		$2.69M Sell
18,052
-600
-3% -$84.4K 0.05% 352
2020
Q1 		$2.37M Sell
18,652
-200
-1% -$30.5K 0.05% 338
2019
Q4 		$2.89M Sell
18,852
-200
-1% -$29.4K 0.05% 358
2019
Q3 		$2.53M Buy
19,052
+100
+0.5% +$12.5K 0.05% 382
2019
Q2 		$2.31M Sell
18,952
-100
-0.5% -$12K 0.04% 420
2019
Q1 		$2.21M Buy
19,052
+42
+0.2% +$4.54K 0.04% 421
2018
Q4 		$1.81M Hold
19,010
– – 0.04% 440
2018
Q3 		$2.15M Hold
19,010
– – 0.04% 435
2018
Q2 		$2.02M Sell
19,010
-200
-1% -$21.8K 0.04% 441
2018
Q1 		$2.11M Buy
19,210
+100
+0.5% +$10.8K 0.04% 419
2017
Q4 		$2.01M Sell
19,110
-200
-1% -$21.3K 0.04% 443
2017
Q3 		$2.1M Hold
19,310
– – 0.05% 396
2017
Q2 		$2.02M Sell
19,310
-400
-2% -$37.5K 0.05% 398
2017
Q1 		$1.69M Hold
19,710
– – 0.04% 455
2016
Q4 		$1.67M Hold
19,710
– – 0.04% 440
2016
Q3 		$1.84M Hold
19,710
– – 0.05% 408
2016
Q2 		$1.77M Sell
19,710
-100
-0.5% -$9.1K 0.05% 407
2016
Q1 		$1.69M Hold
19,810
– – 0.05% 423
2015
Q4 		$1.48M Hold
19,810
– – 0.04% 469
2015
Q3 		$1.8M Buy
19,810
+100
+0.5% +$9.43K 0.05% 393
2015
Q2 		$1.8M Hold
19,710
– – 0.05% 411
2015
Q1 		$2.01M Buy
19,710
+600
+3% +$68K 0.05% 377
2014
Q4 		$2.33M Hold
19,110
– – 0.06% 319
2014
Q3 		$2.32M Hold
19,110
– – 0.07% 313
2014
Q2 		$2.06M Sell
19,110
-800
-4% -$82.6K 0.06% 346
2014
Q1 		$2.03M Buy
19,910
+200
+1% +$20.6K 0.06% 349
2013
Q4 		$2.44M Hold
19,710
– – 0.07% 302
2013
Q3 		$2.16M Sell
19,710
-200
-1% -$22K 0.07% 311
2013
Q2 		$2.11M Buy
+19,910
New +$2.17M 0.07% 303

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

Utah Retirement Systems's KSU Position: Q4 2021 in Review

Utah Retirement Systems sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 16,352 shares — an estimated $4.42M sold.

Utah Retirement Systems first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $4.89M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Utah Retirement Systems reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Utah Retirement Systems sold 16,352 Kansas City Southern shares in Q4 2021, an estimated $4.42M.
  • Utah Retirement Systems first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Utah Retirement Systems's Kansas City Southern position peaked at $4.89M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Utah Retirement Systems's 13F filing for Q4 2021, filed 14 Feb 2022.