Vanguard Personalized Indexing Management’s Kansas City Southern KSU Stock Holding History

Vanguard Personalized Indexing 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	-3,329	Closed	-$901K	–	1130
2021 Q3	$901K	Buy	3,329 +139	+4%	+$38.7K	0.08%	258
2021 Q2	$904K	Buy	3,190 +1,880	+144%	+$543K	0.09%	233
2021 Q1	$346K	Buy	+1,310	New	+$285K	0.05%	446

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

Vanguard Personalized Indexing Management's KSU Position: Q4 2021 in Review

Vanguard Personalized Indexing Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,329 shares — an estimated $901K sold.

Vanguard Personalized Indexing Management first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $904K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Vanguard Personalized Indexing Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 3,329 Kansas City Southern shares in Q4 2021, an estimated $901K.
Vanguard Personalized Indexing Management first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Vanguard Personalized Indexing Management's Kansas City Southern position peaked at $904K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2021, filed 23 Feb 2022.