First National Bank of South Miami’s CSX Corp CSX Stock Holding History

First National Bank of South Miami’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 Q2	$990K	Sell	29,028 -600	-2%	-$19K	0.8%	32
2023 Q1	$887K	Hold	29,628	–	–	0.71%	36
2022 Q4	$918K	Hold	29,628	–	–	0.69%	39
2022 Q3	$789K	Hold	29,628	–	–	0.61%	42
2022 Q2	$861K	Sell	29,628 -600	-2%	-$19.6K	0.59%	47
2022 Q1	$1.13M	Hold	30,228	–	–	0.68%	35
2021 Q4	$1.14M	Hold	30,228	–	–	0.69%	33
2021 Q3	$899K	Sell	30,228 -147	-0.5%	-$4.71K	0.6%	45
2021 Q2	$975K	Sell	30,375 -1,815	-6%	-$59.9K	0.67%	35
2021 Q1	$1.03M	Hold	32,190	–	–	0.79%	30
2020 Q4	$974K	Hold	32,190	–	–	0.84%	31
2020 Q3	$833K	Sell	32,190 -39	-0.1%	-$962	0.79%	34
2020 Q2	$750K	Hold	32,229	–	–	0.81%	32
2020 Q1	$616K	Hold	32,229	–	–	0.78%	39
2019 Q4	$778K	Hold	32,229	–	–	0.77%	40
2019 Q3	$720K	Hold	32,229	–	–	0.69%	43
2019 Q2	$757K	Hold	32,229	–	–	0.71%	41
2019 Q1	$804K	Sell	32,229 -1,800	-5%	-$41.7K	0.77%	35
2018 Q4	$745K	Buy	+34,029	New	+$783K	0.73%	37

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

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First National Bank of South Miami's CSX Position: Q2 2023 in Review

First National Bank of South Miami reduced its CSX Corp (CSX) stake by 2% in Q2 2023, selling an estimated $19K and leaving 29,028 shares worth $990K. The position accounts for 0.8% of the portfolio, ranked #32.

First National Bank of South Miami first reported a position in CSX in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.14M in Q4 2021. 1,579 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

First National Bank of South Miami held 29,028 shares of CSX Corp worth $990K as of Q2 2023.
First National Bank of South Miami sold 600 CSX Corp shares in Q2 2023, an estimated $19K.
CSX Corp made up 0.8% of First National Bank of South Miami's portfolio in Q2 2023, its #32 holding.
First National Bank of South Miami first reported a position in CSX Corp in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's CSX Corp position peaked at $1.14M in Q4 2021.
1,579 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.