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Custom Portfolio Group’s CSX Corp CSX Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$135K Hold
4,035
– – 0.11% 60
2024
Q1 		$150K Hold
4,035
– – 0.12% 56
2023
Q4 		$140K Buy
+4,035
New +$129K 0.12% 50

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Custom Portfolio Group's CSX Position: Q2 2024 in Review

Custom Portfolio Group held its CSX Corp (CSX) position steady in Q2 2024 at 4,035 shares worth $135K. The position accounts for 0.11% of the portfolio, ranked #60.

Custom Portfolio Group first reported a position in CSX in Q4 2023 and has held it in 3 quarters since. The position peaked at $150K in Q1 2024. 1,660 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

  • Custom Portfolio Group held 4,035 shares of CSX Corp worth $135K as of Q2 2024.
  • Custom Portfolio Group left its CSX Corp share count unchanged in Q2 2024.
  • CSX Corp made up 0.11% of Custom Portfolio Group's portfolio in Q2 2024, its #60 holding.
  • Custom Portfolio Group first reported a position in CSX Corp in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's CSX Corp position peaked at $150K in Q1 2024.
  • 1,660 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.