WhitTier Trust Company’s Kansas City Southern KSU Stock Holding History

WhitTier Trust Company’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	-1,200	Closed	-$325K	–	1136
2021 Q3	$325K	Hold	1,200	–	–	0.01%	390
2021 Q2	$340K	Hold	1,200	–	–	0.01%	382
2021 Q1	$317K	Hold	1,200	–	–	0.01%	384
2020 Q4	$245K	Hold	1,200	–	–	0.01%	405
2020 Q3	$217K	Hold	1,200	–	–	0.01%	406
2020 Q2	$179K	Hold	1,200	–	–	0.01%	413
2020 Q1	$153K	Hold	1,200	–	–	0.01%	419
2019 Q4	$184K	Hold	1,200	–	–	0.01%	406
2019 Q3	$160K	Hold	1,200	–	–	0.01%	418
2019 Q2	$146K	Hold	1,200	–	–	0.01%	420
2019 Q1	$139K	Hold	1,200	–	–	0.01%	423
2018 Q4	$115K	Hold	1,200	–	–	0.01%	430
2018 Q3	$136K	Hold	1,200	–	–	0.01%	438
2018 Q2	$127K	Hold	1,200	–	–	0.01%	444
2018 Q1	$132K	Hold	1,200	–	–	0.01%	437
2017 Q4	$126K	Hold	1,200	–	–	0.01%	420
2017 Q3	$130K	Hold	1,200	–	–	0.01%	394
2017 Q2	$126K	Hold	1,200	–	–	0.01%	393
2017 Q1	$103K	Hold	1,200	–	–	0.01%	421
2016 Q4	$102K	Hold	1,200	–	–	0.01%	421
2016 Q3	$112K	Hold	1,200	–	–	0.01%	412
2016 Q2	$108K	Hold	1,200	–	–	0.01%	413
2016 Q1	$103K	Sell	1,200 -500	-29%	-$39K	0.01%	424
2015 Q4	$127K	Hold	1,700	–	–	0.01%	392
2015 Q3	$154K	Buy	1,700 +500	+42%	+$47.2K	0.02%	372
2015 Q2	$109K	Hold	1,200	–	–	0.01%	426
2015 Q1	$122K	Hold	1,200	–	–	0.01%	415
2014 Q4	$146K	Hold	1,200	–	–	0.02%	389
2014 Q3	$145K	Hold	1,200	–	–	0.02%	386
2014 Q2	$129K	Hold	1,200	–	–	0.01%	405
2014 Q1	$122K	Hold	1,200	–	–	0.01%	413
2013 Q4	$149K	Hold	1,200	–	–	0.02%	372
2013 Q3	$131K	Hold	1,200	–	–	0.02%	379
2013 Q2	$127K	Buy	+1,200	New	+$131K	0.02%	372

Other funds holding KSU

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

WhitTier Trust Company's KSU Position: Q4 2021 in Review

WhitTier Trust Company sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,200 shares — an estimated $325K sold.

WhitTier Trust Company first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $340K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

WhitTier Trust Company reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
WhitTier Trust Company sold 1,200 Kansas City Southern shares in Q4 2021, an estimated $325K.
WhitTier Trust Company first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
WhitTier Trust Company's Kansas City Southern position peaked at $340K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on WhitTier Trust Company's 13F filing for Q4 2021, filed 19 Jan 2022.