V
KSU

Veritable’s Kansas City Southern KSU Stock Holding History

Veritable’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
-4,159
Closed -$1.13M – 937
2021
Q3 		$1.13M Sell
4,159
-90
-2% -$25.1K 0.02% 356
2021
Q2 		$1.2M Buy
4,249
+36
+0.9% +$10.4K 0.02% 338
2021
Q1 		$1.11M Buy
4,213
+171
+4% +$37.2K 0.02% 335
2020
Q4 		$825K Buy
4,042
+2
+0% +$376 0.02% 390
2020
Q3 		$731K Buy
4,040
+164
+4% +$28.4K 0.01% 392
2020
Q2 		$579K Sell
3,876
-241
-6% -$33.9K 0.01% 437
2020
Q1 		$524K Buy
4,117
+149
+4% +$22.7K 0.01% 440
2019
Q4 		$608K Buy
3,968
+57
+1% +$8.37K 0.01% 485
2019
Q3 		$520K Buy
3,911
+360
+10% +$44.9K 0.01% 501
2019
Q2 		$433K Buy
3,551
+45
+1% +$5.38K 0.01% 537
2019
Q1 		$407K Buy
3,506
+14
+0.4% +$1.51K 0.01% 554
2018
Q4 		$333K Buy
3,492
+11
+0.3% +$1.12K 0.01% 569
2018
Q3 		$394K Hold
3,481
– – 0.01% 559
2018
Q2 		$369K Hold
3,481
– – 0.01% 575
2018
Q1 		$382K Sell
3,481
-123
-3% -$13.3K 0.01% 567
2017
Q4 		$379K Buy
3,604
+743
+26% +$79.2K 0.01% 576
2017
Q3 		$311K Buy
2,861
+7
+0.2% +$734 0.01% 602
2017
Q2 		$299K Buy
2,854
+83
+3% +$7.78K 0.01% 627
2017
Q1 		$238K Buy
2,771
+149
+6% +$12.8K 0.01% 670
2016
Q4 		$222K Buy
2,622
+128
+5% +$11.3K 0.01% 673
2016
Q3 		$233K Buy
2,494
+5
+0.2% +$474 0.01% 649
2016
Q2 		$224K Buy
+2,489
New +$227K 0.01% 640
2016
Q1 		– Sell
-2,796
Closed -$209K – 762
2015
Q4 		$209K Buy
2,796
+529
+23% +$45.2K 0.01% 678
2015
Q3 		$206K Buy
+2,267
New +$214K 0.01% 661
2015
Q2 		– Sell
-3,340
Closed -$341K – 901
2015
Q1 		$341K Buy
3,340
+40
+1% +$4.53K 0.01% 713
2014
Q4 		$403K Buy
3,300
+35
+1% +$4.19K 0.01% 657
2014
Q3 		$396K Buy
3,265
+71
+2% +$8.1K 0.01% 676
2014
Q2 		$343K Sell
3,194
-33
-1% -$3.41K 0.01% 723
2014
Q1 		$329K Sell
3,227
-247
-7% -$25.5K 0.01% 701
2013
Q4 		$430K Buy
3,474
+16
+0.5% +$1.92K 0.01% 621
2013
Q3 		$378K Buy
3,458
+27
+0.8% +$2.97K 0.01% 656
2013
Q2 		$364K Buy
+3,431
New +$373K 0.01% 665

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

Veritable's KSU Position: Q4 2021 in Review

Veritable sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 4,159 shares — an estimated $1.13M sold.

Veritable first reported a position in KSU in Q2 2013 and held it in 32 quarters. The position peaked at $1.2M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Veritable reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Veritable sold 4,159 Kansas City Southern shares in Q4 2021, an estimated $1.13M.
  • Veritable first reported a position in Kansas City Southern in Q2 2013 and held it in 32 quarters.
  • Veritable's Kansas City Southern position peaked at $1.2M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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