WG
KSU

Winton Group’s Kansas City Southern KSU Stock Holding History

Winton 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
-8,229
Closed -$2.23M – 1541
2021
Q3 		$2.23M Sell
8,229
-10,276
-56% -$2.86M 0.12% 148
2021
Q2 		$5.24M Buy
18,505
+6,572
+55% +$1.9M 0.28% 31
2021
Q1 		$3.15M Sell
11,933
-1,553
-12% -$338K 0.18% 60
2020
Q4 		$2.75M Sell
13,486
-25,603
-65% -$4.81M 0.2% 50
2020
Q3 		$7.07M Sell
39,089
-10,886
-22% -$1.89M 0.23% 54
2020
Q2 		$7.46M Sell
49,975
-38,452
-43% -$5.41M 0.19% 92
2020
Q1 		$11.2M Sell
88,427
-192,894
-69% -$29.4M 0.3% 41
2019
Q4 		$43.1M Sell
281,321
-45,277
-14% -$6.64M 0.6% 1
2019
Q3 		$43.4M Buy
326,598
+7,190
+2% +$896K 0.51% 40
2019
Q2 		$38.9M Buy
319,408
+37,691
+13% +$4.51M 0.76% 21
2019
Q1 		$32.7M Sell
281,717
-16,216
-5% -$1.75M 0.66% 28
2018
Q4 		$28.4M Buy
297,933
+27,822
+10% +$2.82M 0.61% 30
2018
Q3 		$30.6M Buy
270,111
+209,912
+349% +$23.9M 0.64% 20
2018
Q2 		$6.38M Buy
60,199
+56,622
+1,583% +$6.16M 0.16% 236
2018
Q1 		$393K Sell
3,577
-23,475
-87% -$2.54M 0.01% 879
2017
Q4 		$2.85M Sell
27,052
-12,198
-31% -$1.3M 0.08% 341
2017
Q3 		$4.27M Buy
39,250
+35,561
+964% +$3.73M 0.14% 173
2017
Q2 		$386K Buy
+3,689
New +$346K 0.01% 539
2014
Q4 		– Sell
-1,684
Closed -$204K – 679
2014
Q3 		$204K Sell
1,684
-3,541
-68% -$404K ﹤0.01% 653
2014
Q2 		$562K Buy
+5,225
New +$540K ﹤0.01% 587

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

Winton Group's KSU Position: Q4 2021 in Review

Winton Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 8,229 shares — an estimated $2.23M sold.

Winton Group first reported a position in KSU in Q2 2014 and held it in 20 quarters. The position peaked at $43.4M in Q3 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Winton Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 8,229 Kansas City Southern shares in Q4 2021, an estimated $2.23M.
  • Winton Group first reported a position in Kansas City Southern in Q2 2014 and held it in 20 quarters.
  • Winton Group's Kansas City Southern position peaked at $43.4M in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.