WMG
KSU

WESCAP Management Group’s Kansas City Southern KSU Stock Holding History

WESCAP Management Group’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
-2,021
Closed -$547K – 90
2021
Q3 		$547K Sell
2,021
-922
-31% -$257K 0.16% 68
2021
Q2 		$833K Sell
2,943
-224
-7% -$64.7K 0.24% 62
2021
Q1 		$835K Sell
3,167
-4,415
-58% -$960K 0.23% 58
2020
Q4 		$1.55M Sell
7,582
-390
-5% -$73.2K 0.46% 44
2020
Q3 		$1.44M Sell
7,972
-475
-6% -$82.3K 0.48% 41
2020
Q2 		$1.26M Sell
8,447
-114
-1% -$16K 0.45% 42
2020
Q1 		$1.09M Sell
8,561
-1,816
-18% -$277K 0.45% 43
2019
Q4 		$1.59M Sell
10,377
-24
-0.2% -$3.52K 0.62% 37
2019
Q3 		$1.38M Buy
10,401
+2,204
+27% +$275K 0.57% 37
2019
Q2 		$998K Buy
8,197
+252
+3% +$30.2K 0.41% 49
2019
Q1 		$921K Sell
7,945
-682
-8% -$73.6K 0.39% 50
2018
Q4 		$823K Sell
8,627
-4,566
-35% -$464K 0.39% 49
2018
Q3 		$1.49M Sell
13,193
-488
-4% -$55.6K 0.76% 31
2018
Q2 		$1.45M Buy
13,681
+3,532
+35% +$384K 0.7% 32
2018
Q1 		$1.11M Buy
+10,149
New +$1.1M 0.45% 46

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

WESCAP Management Group's KSU Position: Q4 2021 in Review

WESCAP Management Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,021 shares — an estimated $547K sold.

WESCAP Management Group first reported a position in KSU in Q1 2018 and held it in 15 quarters. The position peaked at $1.59M in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • WESCAP Management Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • WESCAP Management Group sold 2,021 Kansas City Southern shares in Q4 2021, an estimated $547K.
  • WESCAP Management Group first reported a position in Kansas City Southern in Q1 2018 and held it in 15 quarters.
  • WESCAP Management Group's Kansas City Southern position peaked at $1.59M in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on WESCAP Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.