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Fulcrum Equity Management’s CSX Corp CSX Stock Holding History

Fulcrum Equity 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
2022
Q1 		– Sell
-6,640
Closed -$250K – 126
2021
Q4 		$250K Sell
6,640
-343
-5% -$12.1K 0.09% 152
2021
Q3 		$208K Buy
+6,983
New +$224K 0.08% 173

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fulcrum Equity Management's CSX Position: Q1 2022 in Review

Fulcrum Equity Management sold out of CSX Corp (CSX) in Q1 2022, closing a stake of 6,640 shares — an estimated $250K sold.

Fulcrum Equity Management first reported a position in CSX in Q3 2021 and held it in 2 quarters. The position peaked at $250K in Q4 2021. 1,570 funds tracked by Wall St. Rank hold CSX as of Q1 2022.

  • Fulcrum Equity Management reported no remaining CSX Corp position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 6,640 CSX Corp shares in Q1 2022, an estimated $250K.
  • Fulcrum Equity Management first reported a position in CSX Corp in Q3 2021 and held it in 2 quarters.
  • Fulcrum Equity Management's CSX Corp position peaked at $250K in Q4 2021.
  • 1,570 funds tracked by Wall St. Rank held CSX Corp as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.