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Alera Investment Advisors’s CSX Corp CSX Stock Holding History

Alera Investment Advisors’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$244K Buy
7,067
+822
+13% +$27.9K 0.03% 239
2024
Q2 		$209K Buy
+6,245
New +$212K 0.03% 254
2019
Q2 		– Sell
-1,701
Closed -$42K – 291
2019
Q1 		$42K Sell
1,701
-30
-2% -$695 0.02% 184
2018
Q4 		$36K Buy
+1,731
New +$39.8K 0.02% 203

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alera Investment Advisors's CSX Position: Q3 2024 in Review

Alera Investment Advisors increased its CSX Corp (CSX) stake by 13% in Q3 2024, buying an estimated $27.9K and bringing the position to 7,067 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #239.

Alera Investment Advisors first reported a position in CSX in Q4 2018 and has held it in 4 quarters since. 1,666 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

  • Alera Investment Advisors held 7,067 shares of CSX Corp worth $244K as of Q3 2024.
  • Alera Investment Advisors bought 822 CSX Corp shares in Q3 2024, an estimated $27.9K.
  • CSX Corp made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #239 holding.
  • Alera Investment Advisors first reported a position in CSX Corp in Q4 2018 and has held it in 4 quarters since.
  • 1,666 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.