GW & Wade’s CSX Corp CSX Stock Holding History

GW & Wade’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	$203K	Buy	+5,862	New	+$187K	0.01%	393

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

GW & Wade's CSX Position: Q4 2023 in Review

GW & Wade opened a new position in CSX Corp (CSX) in Q4 2023: 5,862 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #393 among its holdings.

1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

GW & Wade held 5,862 shares of CSX Corp worth $203K as of Q4 2023.
CSX Corp was a new GW & Wade position in Q4 2023.
CSX Corp made up 0.01% of GW & Wade's portfolio in Q4 2023, its #393 holding.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.