Family Management’s CSX Corp CSX Stock Holding History

Family 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	-7,221	Closed	-$246K	–	160
2023 Q2	$246K	Buy	+7,221	New	+$228K	0.05%	125

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

Family Management's CSX Position: Q3 2023 in Review

Family Management sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 7,221 shares — an estimated $246K sold.

Family Management first reported a position in CSX in Q2 2023 and held it in 1 quarter. The position peaked at $246K in Q2 2023. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

Family Management reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
Family Management sold 7,221 CSX Corp shares in Q3 2023, an estimated $246K.
Family Management first reported a position in CSX Corp in Q2 2023 and held it in 1 quarter.
Family Management's CSX Corp position peaked at $246K in Q2 2023.
1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Family Management's 13F filing for Q3 2023, filed 14 Nov 2023.