XML Financial’s Kansas City Southern KSU Stock Holding History

XML Financial’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	-1,500	Closed	-$406K	–	334
2021 Q3	$406K	Buy	+1,500	New	+$418K	0.05%	218

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

XML Financial's KSU Position: Q4 2021 in Review

XML Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,500 shares — an estimated $406K sold.

XML Financial first reported a position in KSU in Q3 2021 and held it in 1 quarter. The position peaked at $406K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

XML Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
XML Financial sold 1,500 Kansas City Southern shares in Q4 2021, an estimated $406K.
XML Financial first reported a position in Kansas City Southern in Q3 2021 and held it in 1 quarter.
XML Financial's Kansas City Southern position peaked at $406K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on XML Financial's 13F filing for Q4 2021, filed 1 Feb 2022.