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Berkeley Inc’s CSX Corp CSX Stock Holding History

Berkeley Inc’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
2025
Q1 		– Sell
-7,113
Closed -$230K – 67
2024
Q4 		$230K Sell
7,113
-202,895
-97% -$6.96M 0.12% 59
2024
Q3 		$7.25M Buy
210,008
+99,162
+89% +$3.37M 2.11% 19
2024
Q2 		$3.71M Sell
110,846
-2,556
-2% -$86.8K 2.3% 18
2024
Q1 		$4.2M Sell
113,402
-481
-0.4% -$17.6K 2.55% 16
2023
Q4 		$3.95M Buy
113,883
+12,910
+13% +$411K 2.48% 15
2023
Q3 		$3.1M Buy
100,973
+4,705
+5% +$149K 2.12% 16
2023
Q2 		$3.28M Buy
96,268
+4,143
+4% +$131K 2.21% 17
2023
Q1 		$2.76M Sell
92,125
-1,016
-1% -$31.2K 2% 18
2022
Q4 		$2.89M Buy
93,141
+1,789
+2% +$53.8K 2.18% 15
2022
Q3 		$2.43M Buy
91,352
+5,276
+6% +$164K 2.05% 17
2022
Q2 		$2.5M Buy
86,076
+39,922
+86% +$1.3M 2% 15
2022
Q1 		$1.73M Buy
+46,154
New +$1.63M 1.21% 24
2021
Q2 		– Sell
-6,795
Closed -$218K – 86
2021
Q1 		$218K Hold
6,795
– – 0.16% 76
2020
Q4 		$206K Buy
+6,795
New +$195K 0.17% 77

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Berkeley Inc's CSX Position: Q1 2025 in Review

Berkeley Inc sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 7,113 shares — an estimated $230K sold.

Berkeley Inc first reported a position in CSX in Q4 2020 and held it in 14 quarters. The position peaked at $7.25M in Q3 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Berkeley Inc reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • Berkeley Inc sold 7,113 CSX Corp shares in Q1 2025, an estimated $230K.
  • Berkeley Inc first reported a position in CSX Corp in Q4 2020 and held it in 14 quarters.
  • Berkeley Inc's CSX Corp position peaked at $7.25M in Q3 2024.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Berkeley Inc's 13F filing for Q1 2025, filed 1 May 2025.