Helen Stephens Group’s CSX Corp CSX Stock Holding History

Helen Stephens Group’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
2022 Q3	–	Sell	-7,200	Closed	-$209K	–	59
2022 Q2	$209K	Buy	+7,200	New	+$235K	0.15%	52

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Helen Stephens Group's CSX Position: Q3 2022 in Review

Helen Stephens Group sold out of CSX Corp (CSX) in Q3 2022, closing a stake of 7,200 shares — an estimated $209K sold.

Helen Stephens Group first reported a position in CSX in Q2 2022 and held it in 1 quarter. The position peaked at $209K in Q2 2022. 1,440 funds tracked by Wall St. Rank hold CSX as of Q3 2022.

Helen Stephens Group reported no remaining CSX Corp position as of Q3 2022 after selling out during the quarter.
Helen Stephens Group sold 7,200 CSX Corp shares in Q3 2022, an estimated $209K.
Helen Stephens Group first reported a position in CSX Corp in Q2 2022 and held it in 1 quarter.
Helen Stephens Group's CSX Corp position peaked at $209K in Q2 2022.
1,440 funds tracked by Wall St. Rank held CSX Corp as of Q3 2022.

Based on Helen Stephens Group's 13F filing for Q3 2022, filed 11 Oct 2022.