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Cascade Investment Advisors’s CSX Corp CSX Stock Holding History

Cascade Investment Advisors’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
2025
Q1 		– Sell
-44,521
Closed -$1.44M – 116
2024
Q4 		$1.44M Buy
44,521
+800
+2% +$27.4K 0.92% 50
2024
Q3 		$1.51M Buy
43,721
+100
+0.2% +$3.39K 0.96% 47
2024
Q2 		$1.46M Buy
43,621
+1,290
+3% +$43.8K 0.98% 39
2024
Q1 		$1.57M Buy
42,331
+250
+0.6% +$9.12K 1.02% 40
2023
Q4 		$1.46M Sell
42,081
-300
-0.7% -$9.56K 1.04% 42
2023
Q3 		$1.3M Buy
42,381
+250
+0.6% +$7.92K 1.03% 38
2023
Q2 		$1.44M Buy
42,131
+395
+0.9% +$12.5K 1.07% 37
2023
Q1 		$1.25M Sell
41,736
-225
-0.5% -$6.92K 0.99% 48
2022
Q4 		$1.3M Sell
41,961
-150
-0.4% -$4.51K 1.08% 41
2022
Q3 		$1.22M Buy
42,111
+200
+0.5% +$6.22K 1.05% 44
2022
Q2 		$1.22M Buy
41,911
+775
+2% +$25.3K 0.96% 44
2022
Q1 		$1.54M Buy
41,136
+625
+2% +$22.1K 0.94% 38
2021
Q4 		$1.52M Hold
40,511
– – 0.89% 46
2021
Q3 		$1.2M Buy
40,511
+580
+1% +$18.6K 0.79% 67
2021
Q2 		$1.28M Buy
39,931
+631
+2% +$20.8K 0.81% 64
2021
Q1 		$1.26M Buy
39,300
+3,570
+10% +$109K 0.82% 63
2020
Q4 		$1.08M Buy
35,730
+6,615
+23% +$190K 0.79% 65
2020
Q3 		$754K Buy
+29,115
New +$718K 0.64% 72
2017
Q1 		– Sell
-154,335
Closed -$1.85M – 173
2016
Q4 		$1.85M Buy
+154,335
New +$1.73M 1.57% 15
2016
Q2 		$1.36M Buy
+156,060
New +$1.36M 1.3% 37

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cascade Investment Advisors's CSX Position: Q1 2025 in Review

Cascade Investment Advisors sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 44,521 shares — an estimated $1.44M sold.

Cascade Investment Advisors first reported a position in CSX in Q2 2016 and held it in 20 quarters. The position peaked at $1.85M in Q4 2016. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Cascade Investment Advisors reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • Cascade Investment Advisors sold 44,521 CSX Corp shares in Q1 2025, an estimated $1.44M.
  • Cascade Investment Advisors first reported a position in CSX Corp in Q2 2016 and held it in 20 quarters.
  • Cascade Investment Advisors's CSX Corp position peaked at $1.85M in Q4 2016.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Cascade Investment Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.