Cumberland Partners’s CSX Corp CSX Stock Holding History

Cumberland Partners’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
2023 Q1	–	Sell	-28,000	Closed	-$867K	–	168
2022 Q4	$867K	Sell	28,000 -5,500	-16%	-$165K	0.09%	116
2022 Q3	$892K	Buy	33,500 +14,000	+72%	+$435K	0.09%	109
2022 Q2	$567K	Buy	19,500 +9,500	+95%	+$310K	0.05%	132
2022 Q1	$375K	Buy	+10,000	New	+$354K	0.03%	157
2018 Q3	–	Sell	-12,300	Closed	-$265K	–	185
2018 Q2	$265K	Buy	+12,300	New	+$253K	0.03%	171

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Cumberland Partners's CSX Position: Q1 2023 in Review

Cumberland Partners sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 28,000 shares — an estimated $867K sold.

Cumberland Partners first reported a position in CSX in Q2 2018 and held it in 5 quarters. The position peaked at $892K in Q3 2022. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

Cumberland Partners reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
Cumberland Partners sold 28,000 CSX Corp shares in Q1 2023, an estimated $867K.
Cumberland Partners first reported a position in CSX Corp in Q2 2018 and held it in 5 quarters.
Cumberland Partners's CSX Corp position peaked at $892K in Q3 2022.
1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Cumberland Partners's 13F filing for Q1 2023, filed 8 May 2023.