Great Diamond Partners’s CSX Corp CSX Stock Holding History

Great Diamond Partners’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	-5,839	Closed	-$216K	–	216
2024 Q1	$216K	Sell	5,839 -102	-2%	-$3.72K	0.05%	213
2023 Q4	$206K	Buy	+5,941	New	+$189K	0.05%	227
2023 Q3	–	Sell	-5,978	Closed	-$204K	–	223
2023 Q2	$204K	Buy	+5,978	New	+$189K	0.05%	217
2022 Q2	–	Sell	-5,658	Closed	-$211K	–	207
2022 Q1	$211K	Buy	+5,658	New	+$200K	0.06%	206
2020 Q1	–	Sell	-3,645	Closed	-$87K	–	228
2019 Q4	$87K	Buy	+3,645	New	+$86.2K	0.03%	237

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Great Diamond Partners's CSX Position: Q2 2024 in Review

Great Diamond Partners sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 5,839 shares — an estimated $216K sold.

Great Diamond Partners first reported a position in CSX in Q4 2019 and held it in 5 quarters. The position peaked at $216K in Q1 2024. 1,658 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

Great Diamond Partners reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
Great Diamond Partners sold 5,839 CSX Corp shares in Q2 2024, an estimated $216K.
Great Diamond Partners first reported a position in CSX Corp in Q4 2019 and held it in 5 quarters.
Great Diamond Partners's CSX Corp position peaked at $216K in Q1 2024.
1,658 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Great Diamond Partners's 13F filing for Q2 2024, filed 29 Jul 2024.