Atwood & Palmer’s CSX Corp CSX Stock Holding History

Atwood & Palmer’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
2022 Q1	–	Sell	-711	Closed	-$27K	–	446
2021 Q4	$27K	Buy	711 +150	+27%	+$5.29K	﹤0.01%	290
2021 Q3	$17K	Buy	+561	New	+$18K	﹤0.01%	319
2015 Q1	–	Sell	-300	Closed	-$4K	–	330
2014 Q4	$4K	Hold	300	–	–	﹤0.01%	351
2014 Q3	$3K	Hold	300	–	–	﹤0.01%	359
2014 Q2	$3K	Buy	+300	New	+$2.92K	﹤0.01%	307

Other funds holding CSX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atwood & Palmer's CSX Position: Q1 2022 in Review

Atwood & Palmer sold out of CSX Corp (CSX) in Q1 2022, closing a stake of 711 shares — an estimated $27K sold.

Atwood & Palmer first reported a position in CSX in Q2 2014 and held it in 5 quarters. The position peaked at $27K in Q4 2021. 1,570 funds tracked by Wall St. Rank hold CSX as of Q1 2022.

Atwood & Palmer reported no remaining CSX Corp position as of Q1 2022 after selling out during the quarter.
Atwood & Palmer sold 711 CSX Corp shares in Q1 2022, an estimated $27K.
Atwood & Palmer first reported a position in CSX Corp in Q2 2014 and held it in 5 quarters.
Atwood & Palmer's CSX Corp position peaked at $27K in Q4 2021.
1,570 funds tracked by Wall St. Rank held CSX Corp as of Q1 2022.

Based on Atwood & Palmer's 13F filing for Q1 2022, filed 29 Apr 2022.