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Fernwood Investment Management’s CSX Corp CSX Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-1,085
Closed -$40.2K – 296
2024
Q1 		$40.2K Buy
+1,085
New +$39.6K 0.01% 365

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fernwood Investment Management's CSX Position: Q2 2024 in Review

Fernwood Investment Management sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 1,085 shares — an estimated $40.2K sold.

Fernwood Investment Management first reported a position in CSX in Q1 2024 and held it in 1 quarter. The position peaked at $40.2K in Q1 2024. 1,659 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

  • Fernwood Investment Management reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,085 CSX Corp shares in Q2 2024, an estimated $40.2K.
  • Fernwood Investment Management first reported a position in CSX Corp in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's CSX Corp position peaked at $40.2K in Q1 2024.
  • 1,659 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.