YU
KSU

Yale University’s Kansas City Southern KSU Stock Holding History

Yale University’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
2014
Q1 		– Sell
-2,500
Closed -$310K – 10
2013
Q4 		$310K Buy
+2,500
New +$299K 0.54% 8

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Yale University's KSU Position: Q1 2014 in Review

Yale University sold out of Kansas City Southern (KSU) in Q1 2014, closing a stake of 2,500 shares — an estimated $310K sold.

Yale University first reported a position in KSU in Q4 2013 and held it in 1 quarter. The position peaked at $310K in Q4 2013. 457 funds tracked by Wall St. Rank hold KSU as of Q1 2014.

  • Yale University reported no remaining Kansas City Southern position as of Q1 2014 after selling out during the quarter.
  • Yale University sold 2,500 Kansas City Southern shares in Q1 2014, an estimated $310K.
  • Yale University first reported a position in Kansas City Southern in Q4 2013 and held it in 1 quarter.
  • Yale University's Kansas City Southern position peaked at $310K in Q4 2013.
  • 457 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2014.

Based on Yale University's 13F filing for Q1 2014, filed 14 May 2014.