BFS
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Bard Financial Services’s CSX Corp CSX Stock Holding History

Bard Financial Services’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
2021
Q1 		– Sell
-6,750
Closed -$204K – 263
2020
Q4 		$204K Buy
+6,750
New +$194K 0.02% 248

Other funds holding CSX

Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bard Financial Services's CSX Position: Q1 2021 in Review

Bard Financial Services sold out of CSX Corp (CSX) in Q1 2021, closing a stake of 6,750 shares — an estimated $204K sold.

Bard Financial Services first reported a position in CSX in Q4 2020 and held it in 1 quarter. The position peaked at $204K in Q4 2020. 1,377 funds tracked by Wall St. Rank hold CSX as of Q1 2021.

  • Bard Financial Services reported no remaining CSX Corp position as of Q1 2021 after selling out during the quarter.
  • Bard Financial Services sold 6,750 CSX Corp shares in Q1 2021, an estimated $204K.
  • Bard Financial Services first reported a position in CSX Corp in Q4 2020 and held it in 1 quarter.
  • Bard Financial Services's CSX Corp position peaked at $204K in Q4 2020.
  • 1,377 funds tracked by Wall St. Rank held CSX Corp as of Q1 2021.

Based on Bard Financial Services's 13F filing for Q1 2021, filed 14 May 2021.