Wells Fargo
KSU

Wells Fargo’s Kansas City Southern KSU Stock Holding History

Wells Fargo’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
-228,732
Closed -$61.9M – 8246
2021
Q3 		$61.9M Sell
228,732
-200,825
-47% -$55.9M 0.01% 929
2021
Q2 		$122M Sell
429,557
-1,011,365
-70% -$292M 0.03% 575
2021
Q1 		$380M Sell
1,440,922
-119,845
-8% -$26.1M 0.09% 221
2020
Q4 		$319M Buy
1,560,767
+158,803
+11% +$29.8M 0.08% 248
2020
Q3 		$254M Sell
1,401,964
-585,782
-29% -$101M 0.07% 268
2020
Q2 		$297M Buy
1,987,746
+46,803
+2% +$6.58M 0.09% 224
2020
Q1 		$247M Sell
1,940,943
-38,648
-2% -$5.9M 0.09% 221
2019
Q4 		$303M Sell
1,979,591
-648,050
-25% -$95.1M 0.08% 234
2019
Q3 		$350M Buy
2,627,641
+141,404
+6% +$17.6M 0.1% 201
2019
Q2 		$303M Sell
2,486,237
-48,443
-2% -$5.8M 0.09% 223
2019
Q1 		$294M Sell
2,534,680
-146,953
-5% -$15.9M 0.09% 217
2018
Q4 		$256M Buy
2,681,633
+10,404
+0.4% +$1.06M 0.09% 223
2018
Q3 		$303M Buy
2,671,229
+16,639
+0.6% +$1.9M 0.09% 234
2018
Q2 		$281M Buy
2,654,590
+56,187
+2% +$6.11M 0.08% 242
2018
Q1 		$285M Buy
2,598,403
+143,418
+6% +$15.5M 0.08% 240
2017
Q4 		$258M Buy
2,454,985
+50,253
+2% +$5.36M 0.07% 280
2017
Q3 		$261M Buy
2,404,732
+16,177
+0.7% +$1.7M 0.08% 254
2017
Q2 		$250M Buy
2,388,555
+251,403
+12% +$23.6M 0.08% 257
2017
Q1 		$183M Sell
2,137,152
-732,259
-26% -$62.8M 0.06% 326
2016
Q4 		$243M Sell
2,869,411
-221,251
-7% -$19.5M 0.09% 236
2016
Q3 		$288M Sell
3,090,662
-252,337
-8% -$23.9M 0.11% 206
2016
Q2 		$301M Buy
3,342,999
+1,089,873
+48% +$99.2M 0.12% 192
2016
Q1 		$193M Sell
2,253,126
-724,764
-24% -$56.5M 0.08% 281
2015
Q4 		$222M Buy
2,977,890
+277,901
+10% +$23.7M 0.09% 258
2015
Q3 		$245M Sell
2,699,989
-95,774
-3% -$9.04M 0.1% 223
2015
Q2 		$255M Sell
2,795,763
-1,643,217
-37% -$162M 0.1% 240
2015
Q1 		$453M Buy
4,438,980
+1,617,233
+57% +$183M 0.18% 136
2014
Q4 		$344M Buy
2,821,747
+66,821
+2% +$7.99M 0.14% 186
2014
Q3 		$334M Sell
2,754,926
-541,089
-16% -$61.7M 0.14% 178
2014
Q2 		$354M Buy
3,296,015
+306,404
+10% +$31.6M 0.15% 172
2014
Q1 		$305M Sell
2,989,611
-3,561,969
-54% -$367M 0.13% 190
2013
Q4 		$811M Buy
6,551,580
+1,012,633
+18% +$121M 0.35% 46
2013
Q3 		$606M Buy
5,538,947
+44,221
+0.8% +$4.86M 0.29% 70
2013
Q2 		$582M Buy
+5,494,726
New +$598M 0.3% 68

Other funds holding KSU

Kovitz Investment Group Partners
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

Wells Fargo's KSU Position: Q4 2021 in Review

Wells Fargo sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 228,732 shares — an estimated $61.9M sold.

Wells Fargo first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $811M in Q4 2013. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Wells Fargo reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Wells Fargo sold 228,732 Kansas City Southern shares in Q4 2021, an estimated $61.9M.
  • Wells Fargo first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Wells Fargo's Kansas City Southern position peaked at $811M in Q4 2013.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Wells Fargo's 13F filing for Q4 2021, filed 14 Feb 2022.