Westchester Capital Management (New York)’s Kansas City Southern KSU Stock Holding History

Westchester Capital Management (New York)’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	-15,200	Closed	-$3.1M	–	394
2020 Q4	$3.1M	Sell	15,200 -4,200	-22%	-$789K	0.1%	100
2020 Q3	$3.51M	Buy	+19,400	New	+$3.36M	0.15%	80

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Westchester Capital Management (New York)'s KSU Position: Q4 2021 in Review

Westchester Capital Management (New York) sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 751,353 shares — an estimated $203M sold.

Westchester Capital Management (New York) first reported a position in KSU in Q3 2020 and held it in 5 quarters. The position peaked at $203M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Westchester Capital Management (New York) reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Westchester Capital Management (New York) sold 751,353 Kansas City Southern shares in Q4 2021, an estimated $203M.
Westchester Capital Management (New York) first reported a position in Kansas City Southern in Q3 2020 and held it in 5 quarters.
Westchester Capital Management (New York)'s Kansas City Southern position peaked at $203M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2021, filed 14 Feb 2022.