FormulaFolio Investments’s CSX Corp CSX Stock Holding History

FormulaFolio Investments’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
2021 Q2	$10K	Hold	327	–	–	﹤0.01%	265
2021 Q1	$11K	Sell	327 -18,393	-98%	-$561K	﹤0.01%	246
2020 Q4	$566K	Buy	+18,720	New	+$538K	0.01%	423
2020 Q1	–	Sell	-9,300	Closed	-$224K	–	301
2019 Q4	$224K	Buy	9,300 +3	+0%	+$71	0.01%	338
2019 Q3	$215K	Sell	9,297 -39	-0.4%	-$908	0.01%	319
2019 Q2	$241K	Buy	+9,336	New	+$241K	0.01%	292
2018 Q3	–	Sell	-21,060	Closed	-$448K	–	318
2018 Q2	$448K	Sell	21,060 -24,963	-54%	-$514K	0.02%	213
2018 Q1	$855K	Buy	+46,023	New	+$860K	0.05%	119
2017 Q2	–	Sell	-13,677	Closed	-$212K	–	219
2017 Q1	$212K	Buy	+13,677	New	+$208K	0.02%	203
2015 Q2	–	Sell	-77,967	Closed	-$861K	–	120
2015 Q1	$861K	Buy	+77,967	New	+$897K	0.27%	27

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FormulaFolio Investments's CSX Position: Q2 2021 in Review

FormulaFolio Investments held its CSX Corp (CSX) position steady in Q2 2021 at 327 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

FormulaFolio Investments first reported a position in CSX in Q1 2015 and has held it in 10 quarters since. The position peaked at $861K in Q1 2015. 1,377 funds tracked by Wall St. Rank hold CSX as of Q2 2021.

FormulaFolio Investments held 327 shares of CSX Corp worth $10K as of Q2 2021.
FormulaFolio Investments left its CSX Corp share count unchanged in Q2 2021.
CSX Corp made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #265 holding.
FormulaFolio Investments first reported a position in CSX Corp in Q1 2015 and has held it in 10 quarters since.
FormulaFolio Investments's CSX Corp position peaked at $861K in Q1 2015.
1,377 funds tracked by Wall St. Rank held CSX Corp as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.