Independence Advisors’s CSX Corp CSX Stock Holding History

Independence 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
2020 Q3	$667K	Hold	25,776	–	–	0.14%	45
2020 Q2	$599K	Hold	25,776	–	–	0.14%	46
2020 Q1	$492K	Hold	25,776	–	–	0.14%	45
2019 Q4	$622K	Hold	25,776	–	–	0.15%	46
2019 Q3	$595K	Hold	25,776	–	–	0.14%	47
2019 Q2	$665K	Hold	25,776	–	–	0.17%	46
2019 Q1	$643K	Sell	25,776 -348	-1%	-$8.06K	0.18%	46
2018 Q4	$541K	Sell	26,124 -2,055	-7%	-$47.3K	0.18%	45
2018 Q3	$696K	Buy	28,179 +348	+1%	+$8.29K	0.21%	41
2018 Q2	$592K	Hold	27,831	–	–	0.19%	41
2018 Q1	$517K	Hold	27,831	–	–	0.17%	42
2017 Q4	$510K	Sell	27,831 -486	-2%	-$8.61K	0.17%	43
2017 Q3	$512K	Buy	28,317 +486	+2%	+$8.34K	0.2%	35
2017 Q2	$506K	Hold	27,831	–	–	0.2%	41
2017 Q1	$432K	Hold	27,831	–	–	0.18%	45
2016 Q4	$333K	Sell	27,831 -144	-0.5%	-$1.61K	0.15%	48
2016 Q3	$284K	Buy	+27,975	New	+$265K	0.13%	51

Other funds holding CSX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Independence Advisors's CSX Position: Q3 2020 in Review

Independence Advisors held its CSX Corp (CSX) position steady in Q3 2020 at 25,776 shares worth $667K. The position accounts for 0.14% of the portfolio, ranked #45.

Independence Advisors first reported a position in CSX in Q3 2016 and has held it in 17 quarters since. The position peaked at $696K in Q3 2018. 1,210 funds tracked by Wall St. Rank hold CSX as of Q3 2020.

Independence Advisors held 25,776 shares of CSX Corp worth $667K as of Q3 2020.
Independence Advisors left its CSX Corp share count unchanged in Q3 2020.
CSX Corp made up 0.14% of Independence Advisors's portfolio in Q3 2020, its #45 holding.
Independence Advisors first reported a position in CSX Corp in Q3 2016 and has held it in 17 quarters since.
Independence Advisors's CSX Corp position peaked at $696K in Q3 2018.
1,210 funds tracked by Wall St. Rank held CSX Corp as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.