C.M. Bidwell & Associates’s CSX Corp CSX Stock Holding History

C.M. Bidwell & 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
2022 Q4	–	Sell	-2,735	Closed	-$73K	–	506
2022 Q3	$73K	Hold	2,735	–	–	0.06%	254
2022 Q2	$79K	Buy	+2,735	New	+$89.2K	0.06%	245
2019 Q1	–	Sell	-11,115	Closed	-$230K	–	415
2018 Q4	$230K	Buy	+11,115	New	+$256K	0.25%	106
2017 Q3	–	Sell	-20,040	Closed	-$364K	–	323
2017 Q2	$364K	Buy	+20,040	New	+$343K	0.08%	103
2014 Q4	–	Sell	-419,385	Closed	-$4.48M	–	220
2014 Q3	$4.48M	Sell	419,385 -29,820	-7%	-$308K	1.06%	28
2014 Q2	$4.61M	Hold	449,205	–	–	1.05%	33
2014 Q1	$4.34M	Sell	449,205 -2,880	-0.6%	-$26.7K	1.04%	34
2013 Q4	$4.33M	Buy	452,085 +630	+0.1%	+$5.64K	1.07%	29
2013 Q3	$3.87M	Buy	451,455 +422,520	+1,460%	+$3.55M	1.07%	24
2013 Q2	$224K	Buy	+28,935	New	+$237K	0.07%	117

Other funds holding CSX

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

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

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

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

SCP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

C.M. Bidwell & Associates's CSX Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of CSX Corp (CSX) in Q4 2022, closing a stake of 2,735 shares — an estimated $73K sold.

C.M. Bidwell & Associates first reported a position in CSX in Q2 2013 and held it in 10 quarters. The position peaked at $4.61M in Q2 2014. 1,515 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

C.M. Bidwell & Associates reported no remaining CSX Corp position as of Q4 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 2,735 CSX Corp shares in Q4 2022, an estimated $73K.
C.M. Bidwell & Associates first reported a position in CSX Corp in Q2 2013 and held it in 10 quarters.
C.M. Bidwell & Associates's CSX Corp position peaked at $4.61M in Q2 2014.
1,515 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.