Cercano Management’s CSX Corp CSX Stock Holding History

Cercano 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
2025 Q3	–	Sell	-165,000	Closed	-$94.9K	–	159
2025 Q2	$94.9K	Buy	+165,000	New	+$4.97M	﹤0.01%	149

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cercano Management's CSX Position: Q1 2025 in Review

Cercano Management sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 150,870 shares — an estimated $4.87M sold.

Cercano Management first reported a position in CSX in Q4 2024 and held it in 1 quarter. The position peaked at $4.87M in Q4 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

Cercano Management reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
Cercano Management sold 150,870 CSX Corp shares in Q1 2025, an estimated $4.87M.
Cercano Management first reported a position in CSX Corp in Q4 2024 and held it in 1 quarter.
Cercano Management's CSX Corp position peaked at $4.87M in Q4 2024.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Cercano Management's 13F filing for Q1 2025, filed 13 May 2025.