Vontobel Holding’s Kansas City Southern KSU Stock Holding History

Vontobel Holding’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	-3,655	Closed	-$990K	–	1247
2021 Q3	$990K	Buy	3,655 +735	+25%	+$205K	0.01%	618
2021 Q2	$832K	Buy	2,920 +846	+41%	+$244K	0.01%	631
2021 Q1	$548K	Sell	2,074 -64,000	-97%	-$13.9M	﹤0.01%	651
2020 Q4	$13.5M	Buy	+66,074	New	+$12.4M	0.09%	143

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

Vontobel Holding's KSU Position: Q4 2021 in Review

Vontobel Holding sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,655 shares — an estimated $990K sold.

Vontobel Holding first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $13.5M in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Vontobel Holding reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Vontobel Holding sold 3,655 Kansas City Southern shares in Q4 2021, an estimated $990K.
Vontobel Holding first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Vontobel Holding's Kansas City Southern position peaked at $13.5M in Q4 2020.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.