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Confluence Investment Management’s CSX Corp CSX Stock Holding History

Confluence Investment 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
2019
Q4 		– Sell
-9,000
Closed -$208K – 292
2019
Q3 		$208K Buy
+9,000
New +$210K ﹤0.01% 276

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Confluence Investment Management's CSX Position: Q4 2019 in Review

Confluence Investment Management sold out of CSX Corp (CSX) in Q4 2019, closing a stake of 9,000 shares — an estimated $208K sold.

Confluence Investment Management first reported a position in CSX in Q3 2019 and held it in 1 quarter. The position peaked at $208K in Q3 2019. 1,219 funds tracked by Wall St. Rank hold CSX as of Q4 2019.

  • Confluence Investment Management reported no remaining CSX Corp position as of Q4 2019 after selling out during the quarter.
  • Confluence Investment Management sold 9,000 CSX Corp shares in Q4 2019, an estimated $208K.
  • Confluence Investment Management first reported a position in CSX Corp in Q3 2019 and held it in 1 quarter.
  • Confluence Investment Management's CSX Corp position peaked at $208K in Q3 2019.
  • 1,219 funds tracked by Wall St. Rank held CSX Corp as of Q4 2019.

Based on Confluence Investment Management's 13F filing for Q4 2019, filed 29 Jan 2020.