WIM
KSU

Westside Investment Management’s Kansas City Southern KSU Stock Holding History

Westside Investment Management’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
-95
Closed -$25 – 804
2021
Q3 		$25 Hold
95
– – ﹤0.01% 464
2021
Q2 		$27 Hold
95
– – ﹤0.01% 446
2021
Q1 		$25 Hold
95
– – ﹤0.01% 439
2020
Q4 		$19 Hold
95
– – ﹤0.01% 436
2020
Q3 		$17 Buy
95
+1
+1% +$173 ﹤0.01% 446
2020
Q2 		$14 Hold
94
– – ﹤0.01% 446
2020
Q1 		$12 Buy
+94
New +$14.3K ﹤0.01% 446
2019
Q2 		$11 Buy
+94
New +$11.3K ﹤0.01% 469
2018
Q4 		$8.98K Buy
94
+1
+1% +$102 ﹤0.01% 489
2018
Q3 		$11K Sell
93
-1
-1% -$114 ﹤0.01% 478
2018
Q2 		$10K Buy
94
+1
+1% +$109 ﹤0.01% 564
2018
Q1 		$10.1K Hold
93
– – 0.01% 539
2017
Q4 		$10.3K Hold
93
– – 0.01% 559
2017
Q3 		$9.73K Hold
93
– – 0.01% 552
2017
Q2 		$9.77K Buy
93
+47
+102% +$4.41K 0.01% 541
2017
Q1 		$3.9K Buy
46
+1
+2% +$86 ﹤0.01% 658
2016
Q4 		$3.67K Buy
+45
New +$3.97K ﹤0.01% 548

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

Westside Investment Management's KSU Position: Q4 2021 in Review

Westside Investment Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 95 shares — an estimated $25 sold.

Westside Investment Management first reported a position in KSU in Q4 2016 and held it in 17 quarters. The position peaked at $11K in Q3 2018. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Westside Investment Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Westside Investment Management sold 95 Kansas City Southern shares in Q4 2021, an estimated $25.
  • Westside Investment Management first reported a position in Kansas City Southern in Q4 2016 and held it in 17 quarters.
  • Westside Investment Management's Kansas City Southern position peaked at $11K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Westside Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.