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Diversified Portfolios Inc’s CSX Corp CSX Stock Holding History

Diversified Portfolios Inc’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
-10,800
Closed -$335K – 134
2022
Q4 		$335K Sell
10,800
-2,700
-20% -$81.2K 0.08% 105
2022
Q3 		$360K Sell
13,500
-900
-6% -$28K 0.1% 98
2022
Q2 		$418K Hold
14,400
– – 0.12% 82
2022
Q1 		$539K Hold
14,400
– – 0.13% 81
2021
Q4 		$541K Hold
14,400
– – 0.13% 80
2021
Q3 		$428K Hold
14,400
– – 0.12% 81
2021
Q2 		$462K Buy
14,400
+3,600
+33% +$119K 0.17% 65
2021
Q1 		$347K Buy
+10,800
New +$330K 0.11% 73

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Diversified Portfolios Inc's CSX Position: Q1 2023 in Review

Diversified Portfolios Inc sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 10,800 shares — an estimated $335K sold.

Diversified Portfolios Inc first reported a position in CSX in Q1 2021 and held it in 8 quarters. The position peaked at $541K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

  • Diversified Portfolios Inc reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
  • Diversified Portfolios Inc sold 10,800 CSX Corp shares in Q1 2023, an estimated $335K.
  • Diversified Portfolios Inc first reported a position in CSX Corp in Q1 2021 and held it in 8 quarters.
  • Diversified Portfolios Inc's CSX Corp position peaked at $541K in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Diversified Portfolios Inc's 13F filing for Q1 2023, filed 2 May 2023.