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Institutional & Family Asset Management’s CSX Corp CSX Stock Holding History

Institutional & Family Asset 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
2021
Q3 		– Sell
-918
Closed -$29K – 918
2021
Q2 		$29K Sell
918
-888
-49% -$29.3K ﹤0.01% 425
2021
Q1 		$58K Buy
+1,806
New +$55.1K 0.01% 338
2019
Q3 		– Sell
-270
Closed -$7K – 842
2019
Q2 		$7K Hold
270
– – ﹤0.01% 542
2019
Q1 		$7K Hold
270
– – ﹤0.01% 554
2018
Q4 		$6K Buy
+270
New +$6.21K ﹤0.01% 557

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's CSX Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of CSX Corp (CSX) in Q3 2021, closing a stake of 918 shares — an estimated $29K sold.

Institutional & Family Asset Management first reported a position in CSX in Q4 2018 and held it in 5 quarters. The position peaked at $58K in Q1 2021. 1,362 funds tracked by Wall St. Rank hold CSX as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining CSX Corp position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 918 CSX Corp shares in Q3 2021, an estimated $29K.
  • Institutional & Family Asset Management first reported a position in CSX Corp in Q4 2018 and held it in 5 quarters.
  • Institutional & Family Asset Management's CSX Corp position peaked at $58K in Q1 2021.
  • 1,362 funds tracked by Wall St. Rank held CSX Corp as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.