BFM
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Boston Financial Management’s CSX Corp CSX Stock Holding History

Boston Financial Management’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
2024
Q4 		$1.17M Buy
36,346
+10,734
+42% +$368K 0.04% 185
2024
Q3 		$884K Hold
25,612
– – 0.03% 204
2024
Q2 		$857K Hold
25,612
– – 0.03% 202
2024
Q1 		$949K Hold
25,612
– – 0.03% 201
2023
Q4 		$888K Sell
25,612
-211
-0.8% -$6.72K 0.03% 201
2023
Q3 		$794K Buy
25,823
+211
+0.8% +$6.68K 0.03% 192
2023
Q2 		$873K Sell
25,612
-446
-2% -$14.1K 0.03% 197
2023
Q1 		$780K Hold
26,058
– – 0.03% 193
2022
Q4 		$807K Buy
26,058
+426
+2% +$12.8K 0.03% 195
2022
Q3 		$683K Buy
25,632
+9,015
+54% +$280K 0.03% 197
2022
Q2 		$483K Buy
16,617
+30
+0.2% +$978 0.02% 205
2022
Q1 		$621K Buy
16,587
+405
+3% +$14.3K 0.02% 192
2021
Q4 		$608K Sell
16,182
-2,100
-11% -$74.1K 0.02% 177
2021
Q3 		$544K Hold
18,282
– – 0.02% 180
2021
Q2 		$586K Hold
18,282
– – 0.02% 165
2021
Q1 		$588K Buy
18,282
+540
+3% +$16.5K 0.03% 159
2020
Q4 		$537K Hold
17,742
– – 0.02% 163
2020
Q3 		$459K Buy
17,742
+300
+2% +$7.4K 0.02% 169
2020
Q2 		$405K Hold
17,442
– – 0.02% 174
2020
Q1 		$333K Hold
17,442
– – 0.02% 191
2019
Q4 		$421K Sell
17,442
-240
-1% -$5.68K 0.02% 182
2019
Q3 		$408K Buy
17,682
+240
+1% +$5.59K 0.02% 194
2019
Q2 		$450K Hold
17,442
– – 0.03% 191
2019
Q1 		$435K Buy
+17,442
New +$404K 0.03% 200
2018
Q4 		– Sell
-9,987
Closed -$247K – 257
2018
Q3 		$247K Sell
9,987
-750
-7% -$17.9K 0.01% 271
2018
Q2 		$228K Sell
10,737
-150
-1% -$3.09K 0.02% 245
2018
Q1 		$202K Sell
10,887
-153
-1% -$2.86K 0.01% 259
2017
Q4 		$202K Sell
11,040
-45
-0.4% -$797 0.01% 257
2017
Q3 		$200K Buy
+11,085
New +$190K 0.01% 256

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Financial Management's CSX Position: Q4 2024 in Review

Boston Financial Management increased its CSX Corp (CSX) stake by 42% in Q4 2024, buying an estimated $368K and bringing the position to 36,346 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #185.

Boston Financial Management first reported a position in CSX in Q3 2017 and has held it in 29 quarters since. 1,723 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Boston Financial Management held 36,346 shares of CSX Corp worth $1.17M as of Q4 2024.
  • Boston Financial Management bought 10,734 CSX Corp shares in Q4 2024, an estimated $368K.
  • CSX Corp made up 0.04% of Boston Financial Management's portfolio in Q4 2024, its #185 holding.
  • Boston Financial Management first reported a position in CSX Corp in Q3 2017 and has held it in 29 quarters since.
  • 1,723 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.