Elevate Capital Advisors’s CSX Corp CSX Stock Holding History

Elevate Capital 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
2025 Q1	–	Sell	-34,589	Closed	-$1.12M	–	63
2024 Q4	$1.12M	Buy	+34,589	New	+$1.19M	0.98%	44

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Elevate Capital Advisors's CSX Position: Q1 2025 in Review

Elevate Capital Advisors sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 34,589 shares — an estimated $1.12M sold.

Elevate Capital Advisors first reported a position in CSX in Q4 2024 and held it in 1 quarter. The position peaked at $1.12M in Q4 2024. 1,666 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

Elevate Capital Advisors reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
Elevate Capital Advisors sold 34,589 CSX Corp shares in Q1 2025, an estimated $1.12M.
Elevate Capital Advisors first reported a position in CSX Corp in Q4 2024 and held it in 1 quarter.
Elevate Capital Advisors's CSX Corp position peaked at $1.12M in Q4 2024.
1,666 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Elevate Capital Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.