GYL Financial Synergies’s CSX Corp CSX Stock Holding History

GYL Financial Synergies’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 Q3	$619K	Buy	17,919 +154	+0.9%	+$5.23K	0.05%	220
2024 Q2	$594K	Sell	17,765 -26	-0.1%	-$883	0.05%	223
2024 Q1	$660K	Buy	17,791 +69	+0.4%	+$2.52K	0.05%	212
2023 Q4	$614K	Buy	17,722 +16	+0.1%	+$510	0.05%	222
2023 Q3	$544K	Sell	17,706 -2	-0%	-$63	0.05%	228
2023 Q2	$604K	Buy	17,708 +561	+3%	+$17.7K	0.06%	223
2023 Q1	$513K	Buy	17,147 +9,201	+116%	+$283K	0.06%	187
2022 Q4	$246K	Buy	7,946 +71	+0.9%	+$2.13K	0.05%	189
2022 Q3	$210K	Hold	7,875	–	–	0.06%	182
2022 Q2	$229K	Sell	7,875 -495	-6%	-$16.1K	0.06%	168
2022 Q1	$313K	Sell	8,370 -66	-0.8%	-$2.33K	0.07%	154
2021 Q4	$317K	Hold	8,436	–	–	0.09%	161
2021 Q3	$251K	Hold	8,436	–	–	0.13%	160
2021 Q2	$271K	Hold	8,436	–	–	0.14%	149
2021 Q1	$271K	Hold	8,436	–	–	0.15%	151
2020 Q4	$255K	Buy	+8,436	New	+$242K	0.15%	145

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates

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

Geode Capital Management

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

Capital International Investors

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

Bank of America

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

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