Gould Asset Management’s CSX Corp CSX Stock Holding History

Gould Asset 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 Q4	–	Sell	-6,825	Closed	-$210K	–	158
2023 Q3	$210K	Hold	6,825	–	–	0.06%	136
2023 Q2	$233K	Hold	6,825	–	–	0.07%	127
2023 Q1	$204K	Hold	6,825	–	–	0.06%	143
2022 Q4	$211K	Buy	+6,825	New	+$205K	0.06%	142
2022 Q2	–	Sell	-5,340	Closed	-$200K	–	145
2022 Q1	$200K	Hold	5,340	–	–	0.06%	140
2021 Q4	$201K	Buy	+5,340	New	+$188K	0.06%	133

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Gould Asset Management's CSX Position: Q4 2023 in Review

Gould Asset Management sold out of CSX Corp (CSX) in Q4 2023, closing a stake of 6,825 shares — an estimated $210K sold.

Gould Asset Management first reported a position in CSX in Q4 2021 and held it in 6 quarters. The position peaked at $233K in Q2 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

Gould Asset Management reported no remaining CSX Corp position as of Q4 2023 after selling out during the quarter.
Gould Asset Management sold 6,825 CSX Corp shares in Q4 2023, an estimated $210K.
Gould Asset Management first reported a position in CSX Corp in Q4 2021 and held it in 6 quarters.
Gould Asset Management's CSX Corp position peaked at $233K in Q2 2023.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on Gould Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.