Iowa State Bank’s CSX Corp CSX Stock Holding History

Iowa State Bank’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	-2,230	Closed	-$215K	–	119
2021 Q2	$215K	Sell	2,230 -9,770	-81%	-$322K	0.06%	114
2021 Q1	$386K	Sell	12,000 -240	-2%	-$7.33K	0.12%	99
2020 Q4	$370K	Sell	12,240 -300	-2%	-$8.62K	0.12%	95
2020 Q3	$325K	Hold	12,540	–	–	0.13%	97
2020 Q2	$292K	Sell	12,540 -480	-4%	-$10.6K	0.13%	92
2020 Q1	$249K	Hold	13,020	–	–	0.12%	110
2019 Q4	$314K	Sell	13,020 -225	-2%	-$5.32K	0.11%	112
2019 Q3	$306K	Hold	13,245	–	–	0.12%	114
2019 Q2	$342K	Hold	13,245	–	–	0.15%	89
2019 Q1	$330K	Hold	13,245	–	–	0.15%	88
2018 Q4	$274K	Hold	13,245	–	–	0.14%	87
2018 Q3	$327K	Sell	13,245 -150	-1%	-$3.57K	0.15%	85
2018 Q2	$285K	Hold	13,395	–	–	0.14%	89
2018 Q1	$249K	Sell	13,395 -225	-2%	-$4.21K	0.12%	90
2017 Q4	$250K	Sell	13,620 -396	-3%	-$7.01K	0.11%	89
2017 Q3	$254K	Hold	14,016	–	–	0.12%	85
2017 Q2	$255K	Hold	14,016	–	–	0.12%	83
2017 Q1	$217K	Buy	+14,016	New	+$214K	0.11%	86

Other funds holding CSX

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Iowa State Bank's CSX Position: Q3 2021 in Review

Iowa State Bank sold out of CSX Corp (CSX) in Q3 2021, closing a stake of 2,230 shares — an estimated $215K sold.

Iowa State Bank first reported a position in CSX in Q1 2017 and held it in 18 quarters. The position peaked at $386K in Q1 2021. 1,363 funds tracked by Wall St. Rank hold CSX as of Q3 2021.

Iowa State Bank reported no remaining CSX Corp position as of Q3 2021 after selling out during the quarter.
Iowa State Bank sold 2,230 CSX Corp shares in Q3 2021, an estimated $215K.
Iowa State Bank first reported a position in CSX Corp in Q1 2017 and held it in 18 quarters.
Iowa State Bank's CSX Corp position peaked at $386K in Q1 2021.
1,363 funds tracked by Wall St. Rank held CSX Corp as of Q3 2021.

Based on Iowa State Bank's 13F filing for Q3 2021, filed 12 Oct 2021.