Wisconsin Capital Management’s Kansas City Southern KSU Stock Holding History

Wisconsin Capital 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 Q2	–	Sell	-1,511	Closed	-$399K	–	59
2021 Q1	$399K	Sell	1,511 -439	-23%	-$95.5K	0.16%	44
2020 Q4	$398K	Buy	+1,950	New	+$366K	0.15%	47
2020 Q1	–	Sell	-2,805	Closed	-$430K	–	64
2019 Q4	$430K	Sell	2,805 -150	-5%	-$22K	0.21%	54
2019 Q3	$393K	Sell	2,955 -25	-0.8%	-$3.12K	0.21%	52
2019 Q2	$363K	Buy	+2,980	New	+$357K	0.19%	57
2014 Q4	$4.11M	Sell	33,706 -275	-0.8%	-$32.9K	1.46%	30
2014 Q3	$4.12M	Sell	33,981 -234	-0.7%	-$26.7K	1.52%	27
2014 Q2	$3.68M	Buy	34,215 +3,000	+10%	+$310K	1.35%	32
2014 Q1	$3.19M	Buy	+31,215	New	+$3.22M	1.22%	39

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wisconsin Capital Management's KSU Position: Q2 2021 in Review

Wisconsin Capital Management sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 1,511 shares — an estimated $399K sold.

Wisconsin Capital Management first reported a position in KSU in Q1 2014 and held it in 9 quarters. The position peaked at $4.12M in Q3 2014. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

Wisconsin Capital Management reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
Wisconsin Capital Management sold 1,511 Kansas City Southern shares in Q2 2021, an estimated $399K.
Wisconsin Capital Management first reported a position in Kansas City Southern in Q1 2014 and held it in 9 quarters.
Wisconsin Capital Management's Kansas City Southern position peaked at $4.12M in Q3 2014.
775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Wisconsin Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.