J.W. Coons Advisors’s CSX Corp CSX Stock Holding History

J.W. Coons 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
2024 Q4	–	Sell	-6,190	Closed	-$214K	–	236
2024 Q3	$214K	Hold	6,190	–	–	0.05%	228
2024 Q2	$207K	Sell	6,190 -500	-7%	-$17K	0.05%	226
2024 Q1	$248K	Hold	6,690	–	–	0.06%	213
2023 Q4	$232K	Sell	6,690 -60	-0.9%	-$1.91K	0.06%	220
2023 Q3	$208K	Hold	6,750	–	–	0.06%	222
2023 Q2	$230K	Hold	6,750	–	–	0.06%	223
2023 Q1	$202K	Hold	6,750	–	–	0.06%	234
2022 Q4	$209K	Buy	+6,750	New	+$203K	0.06%	222
2022 Q2	–	Sell	-6,750	Closed	-$252K	–	246
2022 Q1	$252K	Hold	6,750	–	–	0.08%	219
2021 Q4	$254K	Hold	6,750	–	–	0.08%	215
2021 Q3	$201K	Hold	6,750	–	–	0.07%	244
2021 Q2	$216K	Hold	6,750	–	–	0.08%	205
2021 Q1	$217K	Hold	6,750	–	–	0.08%	207
2020 Q4	$205K	Buy	+6,750	New	+$194K	0.08%	198
2020 Q3	–	Sell	-10,581	Closed	-$246K	–	198
2020 Q2	$246K	Hold	10,581	–	–	0.11%	169
2020 Q1	$201K	Buy	+10,581	New	+$247K	0.11%	179

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J.W. Coons Advisors's CSX Position: Q4 2024 in Review

J.W. Coons Advisors sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 6,190 shares — an estimated $214K sold.

J.W. Coons Advisors first reported a position in CSX in Q1 2020 and held it in 16 quarters. The position peaked at $254K in Q4 2021. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

J.W. Coons Advisors reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
J.W. Coons Advisors sold 6,190 CSX Corp shares in Q4 2024, an estimated $214K.
J.W. Coons Advisors first reported a position in CSX Corp in Q1 2020 and held it in 16 quarters.
J.W. Coons Advisors's CSX Corp position peaked at $254K in Q4 2021.
1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on J.W. Coons Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.