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Doyle Wealth Management’s CSX Corp CSX Stock Holding History

Doyle Wealth Management’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
2020
Q1 		– Sell
-9,735
Closed -$235K – 189
2019
Q4 		$235K Buy
+9,735
New +$230K 0.03% 189
2019
Q3 		– Sell
-9,690
Closed -$250K – 312
2019
Q2 		$250K Buy
9,690
+18
+0.2% +$464 0.03% 168
2019
Q1 		$254K Buy
9,672
+651
+7% +$15.1K 0.04% 165
2018
Q4 		$187K Buy
9,021
+21
+0.2% +$483 0.03% 184
2018
Q3 		$222K Buy
+9,000
New +$214K 0.03% 178

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's CSX Position: Q1 2020 in Review

Doyle Wealth Management sold out of CSX Corp (CSX) in Q1 2020, closing a stake of 9,735 shares — an estimated $235K sold.

Doyle Wealth Management first reported a position in CSX in Q3 2018 and held it in 5 quarters. The position peaked at $254K in Q1 2019. 1,126 funds tracked by Wall St. Rank hold CSX as of Q1 2020.

  • Doyle Wealth Management reported no remaining CSX Corp position as of Q1 2020 after selling out during the quarter.
  • Doyle Wealth Management sold 9,735 CSX Corp shares in Q1 2020, an estimated $235K.
  • Doyle Wealth Management first reported a position in CSX Corp in Q3 2018 and held it in 5 quarters.
  • Doyle Wealth Management's CSX Corp position peaked at $254K in Q1 2019.
  • 1,126 funds tracked by Wall St. Rank held CSX Corp as of Q1 2020.

Based on Doyle Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.