Gries Financial’s CSX Corp CSX Stock Holding History

Gries Financial’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
2025 Q3	$3.71M	Buy	104,582 +733	+0.7%	+$25K	0.59%	30
2025 Q2	$3.39M	Sell	103,849 -1,018	-1%	-$30.6K	0.62%	28
2025 Q1	$3.09M	Sell	104,867 -856	-0.8%	-$27.2K	0.6%	32
2024 Q4	$3.41M	Sell	105,723 -38	-0%	-$1.3K	0.61%	30
2024 Q3	$3.65M	Sell	105,761 -66	-0.1%	-$2.24K	0.68%	24
2024 Q2	$3.54M	Sell	105,827 -159	-0.2%	-$5.4K	0.73%	23
2024 Q1	$3.93M	Buy	105,986 +3	+0%	+$109	0.66%	32
2023 Q4	$3.67M	Buy	105,983 +223	+0.2%	+$7.1K	0.81%	19
2023 Q3	$3.25M	Buy	105,760 +2,125	+2%	+$67.3K	0.88%	21
2023 Q2	$3.53M	Hold	103,635	–	–	0.98%	19
2023 Q1	$3.1M	Hold	103,635	–	–	0.92%	20
2022 Q4	$3.21M	Hold	103,635	–	–	1.07%	22
2022 Q3	$2.76M	Hold	103,635	–	–	1.17%	16
2022 Q2	$3.01M	Hold	103,635	–	–	1.43%	12
2022 Q1	$3.88M	Hold	103,635	–	–	1.43%	10
2021 Q4	$3.9M	Hold	103,635	–	–	1.59%	12
2021 Q3	$3.08M	Hold	103,635	–	–	0.97%	22
2021 Q2	$3.31M	Hold	103,635	–	–	1.06%	19
2021 Q1	$3.48M	Buy	+103,635	New	+$3.16M	1.11%	19

Other funds holding CSX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

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

Geode Capital Management

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

T. Rowe Price Associates

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return