Industrial Alliance Investment Management’s CSX Corp CSX Stock Holding History

Industrial Alliance Investment Management’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	-10,140	Closed	-$346K	–	47
2023 Q2	$346K	Sell	10,140 -173,808	-94%	-$5.5M	0.18%	50
2023 Q1	$5.51M	Sell	183,948 -83,900	-31%	-$2.58M	0.15%	119
2022 Q4	$8.3M	Buy	267,848 +23,920	+10%	+$719K	0.23%	103
2022 Q3	$6.5M	Sell	243,928 -993	-0.4%	-$30.9K	0.19%	120
2022 Q2	$7.12M	Sell	244,921 -9,477	-4%	-$309K	0.2%	117
2022 Q1	$9.54M	Sell	254,398 -98,847	-28%	-$3.5M	0.23%	104
2021 Q4	$13.3M	Buy	+353,245	New	+$12.5M	0.31%	73

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

Industrial Alliance Investment Management's CSX Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 10,140 shares — an estimated $346K sold.

Industrial Alliance Investment Management first reported a position in CSX in Q4 2021 and held it in 7 quarters. The position peaked at $13.3M in Q4 2021. 1,542 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

Industrial Alliance Investment Management reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 10,140 CSX Corp shares in Q3 2023, an estimated $346K.
Industrial Alliance Investment Management first reported a position in CSX Corp in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's CSX Corp position peaked at $13.3M in Q4 2021.
1,542 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.