Zurich Cantonal Bank
KSU

Zurich Cantonal Bank’s Kansas City Southern KSU Stock Holding History

Zurich Cantonal Bank’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
-29,261
Closed -$7.92M – 2961
2021
Q3 		$7.92M Sell
29,261
-9,216
-24% -$2.57M 0.04% 382
2021
Q2 		$10.9M Sell
38,477
-14,669
-28% -$4.23M 0.06% 292
2021
Q1 		$14M Buy
53,146
+413
+0.8% +$89.8K 0.08% 226
2020
Q4 		$10.8M Buy
52,733
+24,271
+85% +$4.56M 0.07% 286
2020
Q3 		$5.15M Sell
28,462
-2,175
-7% -$377K 0.04% 423
2020
Q2 		$4.57M Sell
30,637
-53,194
-63% -$7.48M 0.04% 411
2020
Q1 		$10.7M Buy
83,831
+32,989
+65% +$5.03M 0.1% 209
2019
Q4 		$7.79M Buy
50,842
+5,400
+12% +$792K 0.06% 337
2019
Q3 		$6.04M Buy
45,442
+19,755
+77% +$2.46M 0.05% 378
2019
Q2 		$3.13M Buy
25,687
+385
+2% +$46.1K 0.03% 518
2019
Q1 		$2.94M Sell
25,302
-81
-0.3% -$8.75K 0.03% 533
2018
Q4 		$2.42M Buy
25,383
+5,246
+26% +$533K 0.02% 556
2018
Q3 		$2.28M Sell
20,137
-1,068
-5% -$122K 0.02% 618
2018
Q2 		$2.25M Buy
21,205
+1,193
+6% +$130K 0.02% 619
2018
Q1 		$2.2M Sell
20,012
-1,011
-5% -$110K 0.02% 614
2017
Q4 		$2.21M Sell
21,023
-1,625
-7% -$173K 0.02% 613
2017
Q3 		$2.46M Buy
22,648
+1,623
+8% +$170K 0.02% 578
2017
Q2 		$2.2M Sell
21,025
-1,368
-6% -$128K 0.02% 593
2017
Q1 		$1.92M Hold
22,393
– – 0.02% 649
2016
Q4 		$1.9M Buy
22,393
+1,795
+9% +$158K 0.02% 637
2016
Q3 		$1.92M Buy
20,598
+11,177
+119% +$1.06M 0.02% 638
2016
Q2 		$849K Sell
9,421
-4,994
-35% -$455K 0.01% 732
2016
Q1 		$1.23M Hold
14,415
– – 0.02% 664
2015
Q4 		$1.08M Sell
14,415
-115
-0.8% -$9.82K 0.01% 686
2015
Q3 		$1.32M Buy
14,530
+1,135
+8% +$107K 0.02% 628
2015
Q2 		$1.22M Hold
13,395
– – 0.02% 661
2015
Q1 		$1.37M Sell
13,395
-9,874
-42% -$1.12M 0.02% 622
2014
Q4 		$2.84M Buy
23,269
+15,555
+202% +$1.86M 0.09% 288
2014
Q3 		$935K Sell
7,714
-10,000
-56% -$1.14M 0.03% 538
2014
Q2 		$1.9M Buy
17,714
+10,826
+157% +$1.12M 0.06% 402
2014
Q1 		$703K Buy
6,888
+857
+14% +$88.4K 0.02% 605
2013
Q4 		$747K Buy
6,031
+667
+12% +$79.8K 0.02% 546
2013
Q3 		$587K Hold
5,364
– – 0.02% 568
2013
Q2 		$568K Buy
+5,364
New +$583K 0.02% 551

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

Zurich Cantonal Bank's KSU Position: Q4 2021 in Review

Zurich Cantonal Bank sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 29,261 shares — an estimated $7.92M sold.

Zurich Cantonal Bank first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $14M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Zurich Cantonal Bank reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Zurich Cantonal Bank sold 29,261 Kansas City Southern shares in Q4 2021, an estimated $7.92M.
  • Zurich Cantonal Bank first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Zurich Cantonal Bank's Kansas City Southern position peaked at $14M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Zurich Cantonal Bank's 13F filing for Q4 2021, filed 1 Feb 2022.