Wimmer Associates 1’s Kansas City Southern KSU Stock Holding History

Wimmer Associates 1’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	-1,165	Closed	-$315K	–	124
2021 Q3	$315K	Hold	1,165	–	–	0.19%	98
2021 Q2	$330K	Hold	1,165	–	–	0.19%	95
2021 Q1	$307K	Hold	1,165	–	–	0.17%	94
2020 Q4	$238K	Hold	1,165	–	–	0.14%	101
2020 Q3	$211K	Hold	1,165	–	–	0.14%	103
2020 Q2	$215K	Buy	+1,165	New	+$164K	0.17%	99

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

Wimmer Associates 1's KSU Position: Q4 2021 in Review

Wimmer Associates 1 sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,165 shares — an estimated $315K sold.

Wimmer Associates 1 first reported a position in KSU in Q2 2020 and held it in 6 quarters. The position peaked at $330K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Wimmer Associates 1 reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Wimmer Associates 1 sold 1,165 Kansas City Southern shares in Q4 2021, an estimated $315K.
Wimmer Associates 1 first reported a position in Kansas City Southern in Q2 2020 and held it in 6 quarters.
Wimmer Associates 1's Kansas City Southern position peaked at $330K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Wimmer Associates 1's 13F filing for Q4 2021, filed 16 Feb 2022.