Bennicas & Associates’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$3.08M Sell
99,425
-400
-0.4% -$12K 1.78% 14
2022
Q3
$2.66M Sell
99,825
-1,000
-1% -$31.1K 1.7% 13
2022
Q2
$2.93M Hold
100,825
1.71% 13
2022
Q1
$3.78M Sell
100,825
-5,599
-5% -$198K 1.9% 10
2021
Q4
$4M Sell
106,424
-575
-0.5% -$20.3K 2.08% 8
2021
Q3
$3.18M Sell
106,999
-800
-0.7% -$25.6K 1.79% 10
2021
Q2
$3.46M Hold
107,799
1.9% 9
2021
Q1
$3.46M Sell
107,799
-8,649
-7% -$264K 1.99% 9
2020
Q4
$3.52M Sell
116,448
-900
-0.8% -$25.9K 2.05% 10
2020
Q3
$3.04M Sell
117,348
-102
-0.1% -$2.52K 1.89% 13
2020
Q2
$2.73M Sell
117,450
-2,775
-2% -$61.4K 2.05% 13
2020
Q1
$2.3M Sell
120,225
-8,700
-7% -$203K 2.03% 11
2019
Q4
$3.11M Sell
128,925
-12,000
-9% -$284K 2.25% 8
2019
Q3
$3.25M Sell
140,925
-600
-0.4% -$14K 2.52% 7
2019
Q2
$3.65M Sell
141,525
-1,050
-0.7% -$27.1K 3.04% 5
2019
Q1
$3.56M Sell
142,575
-150
-0.1% -$3.47K 3.12% 4
2018
Q4
$2.96M Sell
142,725
-9,675
-6% -$223K 2.72% 6
2018
Q3
$3.76M Hold
152,400
3.26% 3
2018
Q2
$3.24M Hold
152,400
2.88% 4
2018
Q1
$2.83M Sell
152,400
-19,200
-11% -$359K 2.53% 5
2017
Q4
$3.15M Sell
171,600
-29,850
-15% -$529K 2.74% 6
2017
Q3
$3.64M Sell
201,450
-23,400
-10% -$402K 3.1% 3
2017
Q2
$4.09M Sell
224,850
-1,500
-0.7% -$25.7K 3.66% 2
2017
Q1
$3.51M Sell
226,350
-6,300
-3% -$96K 3.13% 2
2016
Q4
$2.79M Sell
232,650
-2,100
-0.9% -$23.5K 2.52% 8
2016
Q3
$2.39M Sell
234,750
-9,750
-4% -$92.2K 2.17% 11
2016
Q2
$2.13M Sell
244,500
-3,000
-1% -$26.1K 1.91% 12
2016
Q1
$2.12M Sell
247,500
-14,100
-5% -$114K 2.02% 12
2015
Q4
$2.26M Buy
261,600
+1,200
+0.5% +$10.9K 2.19% 9
2015
Q3
$2.33M Sell
260,400
-20,925
-7% -$205K 2.18% 8
2015
Q2
$3.06M Sell
281,325
-3,825
-1% -$44.3K 2.51% 5
2015
Q1
$3.15M Sell
285,150
-32,850
-10% -$378K 2.64% 5
2014
Q4
$3.84M Sell
318,000
-14,163
-4% -$166K 3.06% 3
2014
Q3
$3.55M Sell
332,163
-2,820
-0.8% -$29.1K 2.92% 4
2014
Q2
$3.44M Sell
334,983
-2,367
-0.7% -$23K 2.69% 6
2014
Q1
$3.26M Sell
337,350
-17,100
-5% -$159K 2.6% 4
2013
Q4
$3.4M Sell
354,450
-56,100
-14% -$503K 2.59% 6
2013
Q3
$3.52M Sell
410,550
-12,000
-3% -$101K 2.54% 7
2013
Q2
$3.27M Buy
+422,550
New +$3.46M 2.26% 8

Other funds holding CSX

Bennicas & Associates's CSX Position: Q4 2022 in Review

Bennicas & Associates reduced its CSX Corp (CSX) stake by 0.4% in Q4 2022, selling an estimated $12K and leaving 99,425 shares worth $3.08M. The position accounts for 1.78% of the portfolio, ranked #14.

Bennicas & Associates first reported a position in CSX in Q2 2013 and has held it in 39 quarters since. The position peaked at $4.09M in Q2 2017. 1,515 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

  • Bennicas & Associates held 99,425 shares of CSX Corp worth $3.08M as of Q4 2022.
  • Bennicas & Associates sold 400 CSX Corp shares in Q4 2022, an estimated $12K.
  • CSX Corp made up 1.78% of Bennicas & Associates's portfolio in Q4 2022, its #14 holding.
  • Bennicas & Associates first reported a position in CSX Corp in Q2 2013 and has held it in 39 quarters since.
  • Bennicas & Associates's CSX Corp position peaked at $4.09M in Q2 2017.
  • 1,515 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on Bennicas & Associates's 13F filing for Q4 2022, filed 12 Jan 2023.