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Disciplined Investments’s CSX Corp CSX Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-899
Closed -$30.7K – 436
2023
Q2 		$30.7K Buy
899
+33
+4% +$1.04K 0.02% 243
2023
Q1 		$25.9K Sell
866
-8
-0.9% -$246 0.01% 287
2022
Q4 		$27.1K Sell
874
-60
-6% -$1.8K 0.01% 258
2022
Q3 		$25K Buy
934
+69
+8% +$2.15K 0.01% 285
2022
Q2 		$25K Sell
865
-45
-5% -$1.47K 0.01% 296
2022
Q1 		$34K Buy
910
+160
+21% +$5.66K 0.01% 270
2021
Q4 		$28K Hold
750
– – 0.01% 266
2021
Q3 		$22K Hold
750
– – 0.01% 258
2021
Q2 		$24K Buy
+750
New +$24.7K 0.01% 250

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Disciplined Investments's CSX Position: Q3 2023 in Review

Disciplined Investments sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 899 shares — an estimated $30.7K sold.

Disciplined Investments first reported a position in CSX in Q2 2021 and held it in 9 quarters. The position peaked at $34K in Q1 2022. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • Disciplined Investments reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 899 CSX Corp shares in Q3 2023, an estimated $30.7K.
  • Disciplined Investments first reported a position in CSX Corp in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's CSX Corp position peaked at $34K in Q1 2022.
  • 1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.