Hamilton Point Investment Advisors’s CSX Corp CSX Stock Holding History

Hamilton Point Investment Advisors’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 Q3	–	Sell	-6,356	Closed	-$217K	–	137
2023 Q2	$217K	Buy	+6,356	New	+$201K	0.05%	116
2022 Q1	–	Sell	-9,900	Closed	-$372K	–	78
2021 Q4	$372K	Hold	9,900	–	–	0.09%	68
2021 Q3	$294K	Hold	9,900	–	–	0.08%	71
2021 Q2	$318K	Hold	9,900	–	–	0.09%	67
2021 Q1	$318K	Hold	9,900	–	–	0.09%	65
2020 Q4	$299K	Hold	9,900	–	–	0.09%	64
2020 Q3	$256K	Hold	9,900	–	–	0.09%	62
2020 Q2	$230K	Buy	+9,900	New	+$219K	0.09%	63
2020 Q1	–	Sell	-9,900	Closed	-$239K	–	67
2019 Q4	$239K	Hold	9,900	–	–	0.09%	69
2019 Q3	$229K	Hold	9,900	–	–	0.09%	69
2019 Q2	$255K	Hold	9,900	–	–	0.11%	69
2019 Q1	$247K	Hold	9,900	–	–	0.11%	68
2018 Q4	$205K	Hold	9,900	–	–	0.1%	70
2018 Q3	$244K	Hold	9,900	–	–	0.11%	70
2018 Q2	$210K	Buy	+9,900	New	+$204K	0.1%	70

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Hamilton Point Investment Advisors's CSX Position: Q3 2023 in Review

Hamilton Point Investment Advisors sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 6,356 shares — an estimated $217K sold.

Hamilton Point Investment Advisors first reported a position in CSX in Q2 2018 and held it in 15 quarters. The position peaked at $372K in Q4 2021. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

Hamilton Point Investment Advisors reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
Hamilton Point Investment Advisors sold 6,356 CSX Corp shares in Q3 2023, an estimated $217K.
Hamilton Point Investment Advisors first reported a position in CSX Corp in Q2 2018 and held it in 15 quarters.
Hamilton Point Investment Advisors's CSX Corp position peaked at $372K in Q4 2021.
1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Hamilton Point Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.