Edmonds Duncan Registered Investment Advisors’s CSX Corp CSX Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 Q3	$435K	Hold	12,600	–	–	0.1%	81
2024 Q2	$421K	Hold	12,600	–	–	0.1%	78
2024 Q1	$467K	Hold	12,600	–	–	0.12%	76
2023 Q4	$437K	Hold	12,600	–	–	0.11%	79
2023 Q3	$387K	Hold	12,600	–	–	0.11%	85
2023 Q2	$430K	Hold	12,600	–	–	0.13%	77
2023 Q1	$377K	Hold	12,600	–	–	0.12%	82
2022 Q4	$390K	Hold	12,600	–	–	0.13%	84
2022 Q3	$336K	Hold	12,600	–	–	0.12%	84
2022 Q2	$366K	Hold	12,600	–	–	0.13%	79
2022 Q1	$472K	Hold	12,600	–	–	0.14%	77
2021 Q4	$444K	Hold	12,600	–	–	0.12%	84
2021 Q3	$375K	Hold	12,600	–	–	0.11%	94
2021 Q2	$404K	Hold	12,600	–	–	0.13%	93
2021 Q1	$405K	Hold	12,600	–	–	0.13%	85
2020 Q4	$378K	Hold	12,600	–	–	0.13%	88
2020 Q3	$326K	Hold	12,600	–	–	0.14%	85
2020 Q2	$293K	Hold	12,600	–	–	0.13%	88
2020 Q1	$241K	Hold	12,600	–	–	0.12%	92
2019 Q4	$304K	Hold	12,600	–	–	0.12%	93
2019 Q3	$290K	Hold	12,600	–	–	0.12%	88
2019 Q2	$330K	Hold	12,600	–	–	0.14%	84
2019 Q1	$314K	Hold	12,600	–	–	0.13%	90
2018 Q4	$261K	Hold	12,600	–	–	0.12%	96
2018 Q3	$311K	Hold	12,600	–	–	0.13%	91
2018 Q2	$268K	Sell	12,600 -600	-5%	-$12.4K	0.12%	95
2018 Q1	$245K	Hold	13,200	–	–	0.11%	95
2017 Q4	$242K	Hold	13,200	–	–	0.11%	93
2017 Q3	$227K	Hold	13,200	–	–	0.11%	95
2017 Q2	$240K	Hold	13,200	–	–	0.14%	86
2017 Q1	$223K	Buy	+13,200	New	+$201K	0.12%	89

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's CSX Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors held its CSX Corp (CSX) position steady in Q3 2024 at 12,600 shares worth $435K. The position accounts for 0.1% of the portfolio, ranked #81.

Edmonds Duncan Registered Investment Advisors first reported a position in CSX in Q1 2017 and has held it in 31 quarters since. The position peaked at $472K in Q1 2022. 1,667 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 12,600 shares of CSX Corp worth $435K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors left its CSX Corp share count unchanged in Q3 2024.
CSX Corp made up 0.1% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #81 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in CSX Corp in Q1 2017 and has held it in 31 quarters since.
Edmonds Duncan Registered Investment Advisors's CSX Corp position peaked at $472K in Q1 2022.
1,667 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.