Viking Global Investors
KSU

Viking Global Investors’s Kansas City Southern KSU Stock Holding History

Viking Global Investors’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
2016
Q2 		– Sell
-286,589
Closed -$24.5M – 73
2016
Q1 		$24.5M Sell
286,589
-89,050
-24% -$6.95M 0.11% 59
2015
Q4 		$28M Sell
375,639
-2,715,561
-88% -$232M 0.11% 57
2015
Q3 		$281M Sell
3,091,200
-1,712,441
-36% -$162M 1.08% 31
2015
Q2 		$438M Sell
4,803,641
-2,019,544
-30% -$199M 1.66% 23
2015
Q1 		$697M Buy
6,823,185
+3,625,419
+113% +$411M 2.7% 14
2014
Q4 		$390M Sell
3,197,766
-1,057,550
-25% -$126M 1.79% 22
2014
Q3 		$516M Buy
4,255,316
+1,227,485
+41% +$140M 2.07% 18
2014
Q2 		$326M Buy
3,027,831
+1,190,206
+65% +$123M 1.42% 23
2014
Q1 		$188M Buy
+1,837,625
New +$190M 0.79% 36

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Viking Global Investors's KSU Position: Q2 2016 in Review

Viking Global Investors sold out of Kansas City Southern (KSU) in Q2 2016, closing a stake of 286,589 shares — an estimated $24.5M sold.

Viking Global Investors first reported a position in KSU in Q1 2014 and held it in 9 quarters. The position peaked at $697M in Q1 2015. 504 funds tracked by Wall St. Rank hold KSU as of Q2 2016.

  • Viking Global Investors reported no remaining Kansas City Southern position as of Q2 2016 after selling out during the quarter.
  • Viking Global Investors sold 286,589 Kansas City Southern shares in Q2 2016, an estimated $24.5M.
  • Viking Global Investors first reported a position in Kansas City Southern in Q1 2014 and held it in 9 quarters.
  • Viking Global Investors's Kansas City Southern position peaked at $697M in Q1 2015.
  • 504 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2016.

Based on Viking Global Investors's 13F filing for Q2 2016, filed 15 Aug 2016.