Econ Financial Services’s CSX Corp CSX Stock Holding History

Econ Financial Services’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 Q4	–	Sell	-11,936	Closed	-$367K	–	70
2023 Q3	$367K	Buy	+11,936	New	+$378K	0.27%	65

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Econ Financial Services's CSX Position: Q4 2023 in Review

Econ Financial Services sold out of CSX Corp (CSX) in Q4 2023, closing a stake of 11,936 shares — an estimated $367K sold.

Econ Financial Services first reported a position in CSX in Q3 2023 and held it in 1 quarter. The position peaked at $367K in Q3 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

Econ Financial Services reported no remaining CSX Corp position as of Q4 2023 after selling out during the quarter.
Econ Financial Services sold 11,936 CSX Corp shares in Q4 2023, an estimated $367K.
Econ Financial Services first reported a position in CSX Corp in Q3 2023 and held it in 1 quarter.
Econ Financial Services's CSX Corp position peaked at $367K in Q3 2023.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on Econ Financial Services's 13F filing for Q4 2023, filed 7 Feb 2024.