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Bollard Group’s CSX Corp CSX Stock Holding History

Bollard Group’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
2023
Q3 		– Sell
-160
Closed -$5K – 446
2023
Q2 		$5K Buy
+160
New +$5.06K ﹤0.01% 385
2015
Q2 		– Sell
-3,000
Closed -$33K – 264
2015
Q1 		$33K Hold
3,000
– – ﹤0.01% 235
2014
Q4 		$36K Hold
3,000
– – ﹤0.01% 231
2014
Q3 		$32K Hold
3,000
– – ﹤0.01% 242
2014
Q2 		$31K Hold
3,000
– – ﹤0.01% 238
2014
Q1 		$29K Buy
+3,000
New +$27.8K ﹤0.01% 236

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bollard Group's CSX Position: Q3 2023 in Review

Bollard Group sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 160 shares — an estimated $5K sold.

Bollard Group first reported a position in CSX in Q1 2014 and held it in 6 quarters. The position peaked at $36K in Q4 2014. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • Bollard Group reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 160 CSX Corp shares in Q3 2023, an estimated $5K.
  • Bollard Group first reported a position in CSX Corp in Q1 2014 and held it in 6 quarters.
  • Bollard Group's CSX Corp position peaked at $36K in Q4 2014.
  • 1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.