WRF
KSU

Waddell & Reed Financial’s Kansas City Southern KSU Stock Holding History

Waddell & Reed Financial’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
Q1 		$26.4M Sell
100,000
-12,500
-11% -$2.72M 0.05% 333
2020
Q4 		$23M Buy
+112,500
New +$21.1M 0.05% 348
2018
Q1 		– Sell
-28,900
Closed -$3.04M – 568
2017
Q4 		$3.04M Buy
28,900
+22,500
+352% +$2.4M 0.01% 490
2017
Q3 		$696K Buy
+6,400
New +$671K ﹤0.01% 507

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waddell & Reed Financial's KSU Position: Q1 2021 in Review

Waddell & Reed Financial sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 176,892 shares — an estimated $38.5M sold.

Waddell & Reed Financial first reported a position in KSU in Q2 2013 and held it in 31 quarters. The position peaked at $479M in Q4 2014. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Waddell & Reed Financial reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Waddell & Reed Financial sold 176,892 Kansas City Southern shares in Q1 2021, an estimated $38.5M.
  • Waddell & Reed Financial first reported a position in Kansas City Southern in Q2 2013 and held it in 31 quarters.
  • Waddell & Reed Financial's Kansas City Southern position peaked at $479M in Q4 2014.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.