Essex Investment Management’s CSX Corp CSX Stock Holding History

Essex Investment 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
2023 Q3	–	Sell	-300	Closed	-$10.2K	–	368
2023 Q2	$10.2K	Hold	300	–	–	﹤0.01%	356
2023 Q1	$8.98K	Hold	300	–	–	﹤0.01%	365
2022 Q4	$9K	Hold	300	–	–	﹤0.01%	371
2022 Q3	$8K	Sell	300 -32,526	-99%	-$1.01M	﹤0.01%	377
2022 Q2	$954K	Sell	32,826 -1,358	-4%	-$44.3K	0.15%	199
2022 Q1	$1.28M	Buy	34,184 +13,463	+65%	+$476K	0.16%	195
2021 Q4	$779K	Hold	20,721	–	–	0.09%	250
2021 Q3	$616K	Hold	20,721	–	–	0.08%	254
2021 Q2	$665K	Hold	20,721	–	–	0.08%	263
2021 Q1	$666K	Sell	20,721 -2,121	-9%	-$64.7K	0.08%	264
2020 Q4	$691K	Sell	22,842 -6,858	-23%	-$197K	0.09%	266
2020 Q3	$769K	Buy	29,700 +29,400	+9,800%	+$725K	0.11%	254
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	401
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	372
2019 Q4	$7K	Hold	300	–	–	﹤0.01%	451
2019 Q3	$7K	Hold	300	–	–	﹤0.01%	445
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	451
2019 Q1	$7K	Hold	300	–	–	﹤0.01%	453
2018 Q4	$6K	Buy	+300	New	+$6.9K	﹤0.01%	452

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

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 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

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

Essex Investment Management's CSX Position: Q3 2023 in Review

Essex Investment Management sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 300 shares — an estimated $10.2K sold.

Essex Investment Management first reported a position in CSX in Q4 2018 and held it in 19 quarters. The position peaked at $1.28M in Q1 2022. 1,542 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

Essex Investment Management reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
Essex Investment Management sold 300 CSX Corp shares in Q3 2023, an estimated $10.2K.
Essex Investment Management first reported a position in CSX Corp in Q4 2018 and held it in 19 quarters.
Essex Investment Management's CSX Corp position peaked at $1.28M in Q1 2022.
1,542 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.