Brick & Kyle Associates’s CSX Corp CSX Stock Holding History

Brick & Kyle Associates’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
2020 Q1	–	Sell	-10,800	Closed	-$273K	–	61
2019 Q4	$273K	Sell	10,800 -1,500	-12%	-$35.5K	0.21%	57
2019 Q3	$293K	Hold	12,300	–	–	0.24%	54
2019 Q2	$315K	Hold	12,300	–	–	0.3%	53
2019 Q1	$307K	Sell	12,300 -1,650	-12%	-$38.2K	0.31%	53
2018 Q4	$289K	Buy	+13,950	New	+$321K	0.28%	68
2018 Q2	$316K	Hold	14,850	–	–	0.25%	75
2018 Q1	$276K	Hold	14,850	–	–	0.22%	80
2017 Q4	$272K	Sell	14,850 -150	-1%	-$2.66K	0.22%	79
2017 Q3	$271K	Hold	15,000	–	–	0.22%	82
2017 Q2	$273K	Buy	15,000 +1,500	+11%	+$25.7K	0.23%	81
2017 Q1	$209K	Hold	13,500	–	–	0.16%	90
2016 Q4	$162K	Hold	13,500	–	–	0.13%	101
2016 Q3	$137K	Buy	13,500 +1,500	+13%	+$14.2K	0.11%	107
2016 Q2	$104K	Buy	12,000 +900	+8%	+$7.84K	0.09%	129
2016 Q1	$95K	Hold	11,100	–	–	0.08%	130
2015 Q4	$96K	Sell	11,100 -4,500	-29%	-$40.9K	0.08%	127
2015 Q3	$140K	Hold	15,600	–	–	0.13%	107
2015 Q2	$170K	Sell	15,600 -2,100	-12%	-$24.3K	0.14%	100
2015 Q1	$195K	Buy	17,700 +1,950	+12%	+$22.4K	0.17%	95
2014 Q4	$190K	Buy	+15,750	New	+$184K	0.16%	97

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brick & Kyle Associates's CSX Position: Q1 2020 in Review

Brick & Kyle Associates sold out of CSX Corp (CSX) in Q1 2020, closing a stake of 10,800 shares — an estimated $273K sold.

Brick & Kyle Associates first reported a position in CSX in Q4 2014 and held it in 20 quarters. The position peaked at $316K in Q2 2018. 1,126 funds tracked by Wall St. Rank hold CSX as of Q1 2020.

Brick & Kyle Associates reported no remaining CSX Corp position as of Q1 2020 after selling out during the quarter.
Brick & Kyle Associates sold 10,800 CSX Corp shares in Q1 2020, an estimated $273K.
Brick & Kyle Associates first reported a position in CSX Corp in Q4 2014 and held it in 20 quarters.
Brick & Kyle Associates's CSX Corp position peaked at $316K in Q2 2018.
1,126 funds tracked by Wall St. Rank held CSX Corp as of Q1 2020.

Based on Brick & Kyle Associates's 13F filing for Q1 2020, filed 13 May 2020.