CSat Investment Advisory’s CSX Corp CSX Stock Holding History

CSat Investment Advisory’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
2021 Q1	$11K	Buy	339 +60	+22%	+$1.83K	0.01%	438
2020 Q4	$8K	Sell	279 -6,144	-96%	-$177K	0.01%	446
2020 Q3	$166K	Sell	6,423 -4,263	-40%	-$105K	0.01%	313
2020 Q2	$249K	Sell	10,686 -81	-0.8%	-$1.79K	0.03%	271
2020 Q1	$205K	Buy	10,767 +3,882	+56%	+$90.6K	0.04%	230
2019 Q4	$166K	Buy	6,885 +1,968	+40%	+$46.5K	0.04%	259
2019 Q3	$114K	Buy	4,917 +549	+13%	+$12.8K	0.04%	290
2019 Q2	$113K	Buy	4,368 +4,152	+1,922%	+$107K	0.04%	280
2019 Q1	$5K	Sell	216 -9	-4%	-$208	﹤0.01%	499
2018 Q4	$5K	Buy	225 +90	+67%	+$2.07K	﹤0.01%	483
2018 Q3	$3K	Buy	135 +3	+2%	+$71	﹤0.01%	504
2018 Q2	$3K	Buy	+132	New	+$2.72K	﹤0.01%	501

Other funds holding CSX

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's CSX Position: Q1 2021 in Review

CSat Investment Advisory increased its CSX Corp (CSX) stake by 22% in Q1 2021, buying an estimated $1.83K and bringing the position to 339 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #438.

CSat Investment Advisory first reported a position in CSX in Q2 2018 and has held it in 12 quarters since. The position peaked at $249K in Q2 2020. 1,378 funds tracked by Wall St. Rank hold CSX as of Q1 2021.

CSat Investment Advisory held 339 shares of CSX Corp worth $11K as of Q1 2021.
CSat Investment Advisory bought 60 CSX Corp shares in Q1 2021, an estimated $1.83K.
CSX Corp made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #438 holding.
CSat Investment Advisory first reported a position in CSX Corp in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's CSX Corp position peaked at $249K in Q2 2020.
1,378 funds tracked by Wall St. Rank held CSX Corp as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.