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Berman Capital Advisors’s CSX Corp CSX Stock Holding History

Berman Capital 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
2021
Q3 		$299K Buy
10,083
+3,643
+57% +$117K 0.05% 203
2021
Q2 		$205K Buy
6,440
+812
+14% +$26.8K 0.03% 229
2021
Q1 		$180K Buy
5,628
+1,851
+49% +$56.5K 0.04% 200
2020
Q4 		$114K Sell
3,777
-2,430
-39% -$69.8K 0.03% 233
2020
Q3 		$159K Buy
6,207
+2,997
+93% +$73.9K 0.05% 170
2020
Q2 		$74K Sell
3,210
-72
-2% -$1.59K 0.02% 269
2020
Q1 		$61K Buy
3,282
+963
+42% +$22.5K 0.02% 258
2019
Q4 		$55K Buy
2,319
+225
+11% +$5.32K 0.02% 306
2019
Q3 		$48K Sell
2,094
-681
-25% -$15.9K 0.02% 310
2019
Q2 		$71K Buy
2,775
+525
+23% +$13.5K 0.02% 253
2019
Q1 		$56K Buy
2,250
+510
+29% +$11.8K 0.02% 260
2018
Q4 		$35K Buy
+1,740
New +$40K 0.01% 288

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
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
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

Berman Capital Advisors's CSX Position: Q3 2021 in Review

Berman Capital Advisors increased its CSX Corp (CSX) stake by 57% in Q3 2021, buying an estimated $117K and bringing the position to 10,083 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #203.

Berman Capital Advisors first reported a position in CSX in Q4 2018 and has held it in 12 quarters since. 1,363 funds tracked by Wall St. Rank hold CSX as of Q3 2021.

  • Berman Capital Advisors held 10,083 shares of CSX Corp worth $299K as of Q3 2021.
  • Berman Capital Advisors bought 3,643 CSX Corp shares in Q3 2021, an estimated $117K.
  • CSX Corp made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #203 holding.
  • Berman Capital Advisors first reported a position in CSX Corp in Q4 2018 and has held it in 12 quarters since.
  • 1,363 funds tracked by Wall St. Rank held CSX Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.