Crescent Grove Advisors’s CSX Corp CSX Stock Holding History

Crescent Grove 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 Q2	–	Sell	-18,856	Closed	-$555K	–	288
2025 Q1	$555K	Buy	18,856 +3,850	+26%	+$122K	0.06%	150
2024 Q4	$484K	Buy	+15,006	New	+$515K	0.05%	161
2024 Q1	–	Sell	-7,951	Closed	-$276K	–	301
2023 Q4	$276K	Hold	7,951	–	–	0.03%	244
2023 Q3	$244K	Hold	7,951	–	–	0.03%	247
2023 Q2	$271K	Hold	7,951	–	–	0.03%	243
2023 Q1	$238K	Sell	7,951 -3,465	-30%	-$107K	0.03%	259
2022 Q4	$354K	Hold	11,416	–	–	0.04%	212
2022 Q3	$304K	Hold	11,416	–	–	0.04%	207
2022 Q2	$332K	Sell	11,416 -350	-3%	-$11.4K	0.03%	198
2022 Q1	$441K	Hold	11,766	–	–	0.04%	181
2021 Q4	$442K	Hold	11,766	–	–	0.04%	178
2021 Q3	$350K	Hold	11,766	–	–	0.04%	188
2021 Q2	$377K	Sell	11,766 -4,650	-28%	-$153K	0.04%	170
2021 Q1	$528K	Hold	16,416	–	–	0.06%	127
2020 Q4	$497K	Hold	16,416	–	–	0.06%	113
2020 Q3	$425K	Sell	16,416 -1,500	-8%	-$37K	0.08%	113
2020 Q2	$416K	Hold	17,916	–	–	0.09%	96
2020 Q1	$342K	Hold	17,916	–	–	0.08%	96
2019 Q4	$432K	Hold	17,916	–	–	0.08%	102
2019 Q3	$414K	Buy	17,916 +1,416	+9%	+$33K	0.08%	95
2019 Q2	$426K	Hold	16,500	–	–	0.08%	93
2019 Q1	$412K	Hold	16,500	–	–	0.08%	98
2018 Q4	$342K	Hold	16,500	–	–	0.07%	112
2018 Q3	$407K	Hold	16,500	–	–	0.09%	93
2018 Q2	$351K	Hold	16,500	–	–	0.09%	99
2018 Q1	$306K	Hold	16,500	–	–	0.08%	103
2017 Q4	$303K	Hold	16,500	–	–	0.08%	102
2017 Q3	$298K	Hold	16,500	–	–	0.08%	103
2017 Q2	$300K	Buy	+16,500	New	+$283K	0.09%	100

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Crescent Grove Advisors's CSX Position: Q2 2025 in Review

Crescent Grove Advisors sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 18,856 shares — an estimated $555K sold.

Crescent Grove Advisors first reported a position in CSX in Q2 2017 and held it in 29 quarters. The position peaked at $555K in Q1 2025. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

Crescent Grove Advisors reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
Crescent Grove Advisors sold 18,856 CSX Corp shares in Q2 2025, an estimated $555K.
Crescent Grove Advisors first reported a position in CSX Corp in Q2 2017 and held it in 29 quarters.
Crescent Grove Advisors's CSX Corp position peaked at $555K in Q1 2025.
1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Crescent Grove Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.