WQ
KSU

Wealth Quarterback’s Kansas City Southern KSU Stock Holding History

Wealth Quarterback’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
Q3 		$38K Buy
139
+1
+0.7% +$278 0.03% 282
2021
Q2 		$40K Buy
+138
New +$39.8K 0.02% 259
2020
Q2 		– Sell
-382
Closed -$48.6K – 881
2020
Q1 		$48.6K Hold
382
– – 0.04% 229
2019
Q4 		$58.5K Buy
+382
New +$56.1K 0.05% 221

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Quarterback's KSU Position: Q3 2021 in Review

Wealth Quarterback increased its Kansas City Southern (KSU) stake by 0.72% in Q3 2021, buying an estimated $278 and bringing the position to 139 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #282.

Wealth Quarterback first reported a position in KSU in Q4 2019 and has held it in 4 quarters since. The position peaked at $58.5K in Q4 2019. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

  • Wealth Quarterback held 139 shares of Kansas City Southern worth $38K as of Q3 2021.
  • Wealth Quarterback bought 1 Kansas City Southern share in Q3 2021, an estimated $278.
  • Kansas City Southern made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #282 holding.
  • Wealth Quarterback first reported a position in Kansas City Southern in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Kansas City Southern position peaked at $58.5K in Q4 2019.
  • 733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.