WI
KSU

Wafra Inc’s Kansas City Southern KSU Stock Holding History

Wafra Inc’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 		– Sell
-178,492
Closed -$36.4M – 67
2020
Q4 		$36.4M Hold
178,492
– – 1.63% 24
2020
Q3 		$32.3M Buy
178,492
+15,527
+10% +$2.69M 1.82% 17
2020
Q2 		$24.3M Buy
162,965
+23,847
+17% +$3.35M 1.54% 31
2020
Q1 		$17.7M Buy
139,118
+25,397
+22% +$3.88M 1.35% 38
2019
Q4 		$17.4M Buy
113,721
+39,282
+53% +$5.76M 1.07% 44
2019
Q3 		$9.9M Hold
74,439
– – 0.33% 53
2019
Q2 		$9.07M Sell
74,439
-2,366
-3% -$283K 0.31% 53
2019
Q1 		$8.91M Hold
76,805
– – 0.31% 49
2018
Q4 		$7.33M Sell
76,805
-79,978
-51% -$8.12M 0.29% 53
2018
Q3 		$17.8M Buy
156,783
+46,040
+42% +$5.25M 0.61% 28
2018
Q2 		$11.7M Buy
+110,743
New +$12M 0.44% 41
2018
Q1 		– Sell
-3,739
Closed -$393K – 95
2017
Q4 		$393K Sell
3,739
-3,273
-47% -$349K 0.02% 89
2017
Q3 		$762K Hold
7,012
– – 0.04% 82
2017
Q2 		$734K Buy
+7,012
New +$657K 0.04% 84
2014
Q1 		– Sell
-63,000
Closed -$7.8M – 86
2013
Q4 		$7.8M Hold
63,000
– – 1% 44
2013
Q3 		$6.89M Buy
63,000
+15,100
+32% +$1.66M 1% 49
2013
Q2 		$5.08M Buy
+47,900
New +$5.21M 0.81% 53

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wafra Inc's KSU Position: Q1 2021 in Review

Wafra Inc sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 178,492 shares — an estimated $36.4M sold.

Wafra Inc first reported a position in KSU in Q2 2013 and held it in 17 quarters. The position peaked at $36.4M in Q4 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Wafra Inc reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Wafra Inc sold 178,492 Kansas City Southern shares in Q1 2021, an estimated $36.4M.
  • Wafra Inc first reported a position in Kansas City Southern in Q2 2013 and held it in 17 quarters.
  • Wafra Inc's Kansas City Southern position peaked at $36.4M in Q4 2020.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Wafra Inc's 13F filing for Q1 2021, filed 17 May 2021.