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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GYL Financial Synergies's CSX Position: Q3 2024 in Review

GYL Financial Synergies increased its CSX Corp (CSX) stake by 0.87% in Q3 2024, buying an estimated $5.23K and bringing the position to 17,919 shares worth $619K. The position accounts for 0.05% of the portfolio, ranked #220.

GYL Financial Synergies first reported a position in CSX in Q4 2020 and has held it in 16 quarters since. The position peaked at $660K in Q1 2024. 1,669 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

GYL Financial Synergies held 17,919 shares of CSX Corp worth $619K as of Q3 2024.
GYL Financial Synergies bought 154 CSX Corp shares in Q3 2024, an estimated $5.23K.
CSX Corp made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #220 holding.
GYL Financial Synergies first reported a position in CSX Corp in Q4 2020 and has held it in 16 quarters since.
GYL Financial Synergies's CSX Corp position peaked at $660K in Q1 2024.
1,669 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.