British Steel Pension Fund’s CSX Corp CSX Stock Holding History

British Steel Pension Fund’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	-458,064	Closed	-$11M	–	59
2019 Q4	$11M	Sell	458,064 -75,000	-14%	-$1.77M	1.99%	19
2019 Q3	$12.3M	Sell	533,064 -230,664	-30%	-$5.37M	2.22%	19
2019 Q2	$19.7M	Sell	763,728 -75,009	-9%	-$1.93M	2.98%	11
2019 Q1	$20.9M	Sell	838,737 -303,036	-27%	-$7.02M	3.66%	9
2018 Q4	$28.2M	Buy	+1,141,773	New	+$26.3M	4.8%	5
2018 Q2	$24.6M	Buy	1,157,439 +210,375	+22%	+$4.33M	3.96%	5
2018 Q1	$17.4M	Hold	947,064	–	–	2.03%	13
2017 Q4	$17.4M	Hold	947,064	–	–	2.03%	13
2017 Q3	$17.1M	Buy	947,064 +813,420	+609%	+$14M	2.06%	13
2017 Q2	$2.43M	Buy	133,644 +72,600	+119%	+$1.24M	0.27%	87
2017 Q1	$947K	Buy	+61,044	New	+$930K	0.11%	173
2013 Q4	–	Sell	-253,914	Closed	-$2.18M	–	186
2013 Q3	$2.18M	Sell	253,914 -16,086	-6%	-$135K	0.23%	146
2013 Q2	$2.09M	Buy	+270,000	New	+$2.21M	0.22%	150

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

British Steel Pension Fund's CSX Position: Q1 2020 in Review

British Steel Pension Fund sold out of CSX Corp (CSX) in Q1 2020, closing a stake of 458,064 shares — an estimated $11M sold.

British Steel Pension Fund first reported a position in CSX in Q2 2013 and held it in 13 quarters. The position peaked at $28.2M in Q4 2018. 1,126 funds tracked by Wall St. Rank hold CSX as of Q1 2020.

British Steel Pension Fund reported no remaining CSX Corp position as of Q1 2020 after selling out during the quarter.
British Steel Pension Fund sold 458,064 CSX Corp shares in Q1 2020, an estimated $11M.
British Steel Pension Fund first reported a position in CSX Corp in Q2 2013 and held it in 13 quarters.
British Steel Pension Fund's CSX Corp position peaked at $28.2M in Q4 2018.
1,126 funds tracked by Wall St. Rank held CSX Corp as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.