JWM
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Jackson Wealth Management’s CSX Corp CSX Stock Holding History

Jackson Wealth 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
Q1 		– Sell
-12,152
Closed -$376K – 143
2022
Q4 		$376K Sell
12,152
-86,717
-88% -$2.61M 0.14% 76
2022
Q3 		$2.63M Buy
98,869
+63,677
+181% +$1.98M 0.52% 46
2022
Q2 		$1.02M Sell
35,192
-75,427
-68% -$2.46M 0.47% 49
2022
Q1 		$4.14M Sell
110,619
-49,147
-31% -$1.74M 0.58% 44
2021
Q4 		$6.01M Buy
159,766
+4,399
+3% +$155K 0.76% 42
2021
Q3 		$7K Buy
155,367
+56,296
+57% +$1.8M 0.08% 72
2021
Q2 		$3.18M Buy
99,071
+13,979
+16% +$461K 0.4% 64
2021
Q1 		$2.73M Buy
85,092
+11,094
+15% +$339K 0.41% 66
2020
Q4 		$2.24M Buy
73,998
+10,602
+17% +$305K 0.31% 75
2020
Q3 		$1.64M Buy
63,396
+14,262
+29% +$352K 0.25% 82
2020
Q2 		$1.14M Buy
49,134
+5,721
+13% +$127K 0.2% 90
2020
Q1 		$950K Buy
43,413
+4,299
+11% +$100K 0.2% 78
2019
Q4 		$1M Buy
39,114
+1,407
+4% +$33.3K 0.17% 107
2019
Q3 		$840K Buy
37,707
+2,787
+8% +$64.9K 0.18% 98
2019
Q2 		$913K Buy
34,920
+1,053
+3% +$27.1K 0.2% 80
2019
Q1 		$845K Buy
+33,867
New +$784K 0.21% 79

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jackson Wealth Management's CSX Position: Q1 2023 in Review

Jackson Wealth Management sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 12,152 shares — an estimated $376K sold.

Jackson Wealth Management first reported a position in CSX in Q1 2019 and held it in 16 quarters. The position peaked at $6.01M in Q4 2021. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

  • Jackson Wealth Management reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 12,152 CSX Corp shares in Q1 2023, an estimated $376K.
  • Jackson Wealth Management first reported a position in CSX Corp in Q1 2019 and held it in 16 quarters.
  • Jackson Wealth Management's CSX Corp position peaked at $6.01M in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Jackson Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.