JPLA
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Joseph P. Lucia & Associates’s CSX Corp CSX Stock Holding History

Joseph P. Lucia & Associates’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
2019
Q4 		– Sell
-471
Closed -$11K – 451
2019
Q3 		$11K Buy
471
+3
+0.6% +$70 0.01% 302
2019
Q2 		$12K Sell
468
-34,965
-99% -$901K 0.01% 281
2019
Q1 		$156 Buy
+35,433
New +$820K 0.01% 238

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Joseph P. Lucia & Associates's CSX Position: Q4 2019 in Review

Joseph P. Lucia & Associates sold out of CSX Corp (CSX) in Q4 2019, closing a stake of 471 shares — an estimated $11K sold.

Joseph P. Lucia & Associates first reported a position in CSX in Q1 2019 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 1,219 funds tracked by Wall St. Rank hold CSX as of Q4 2019.

  • Joseph P. Lucia & Associates reported no remaining CSX Corp position as of Q4 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 471 CSX Corp shares in Q4 2019, an estimated $11K.
  • Joseph P. Lucia & Associates first reported a position in CSX Corp in Q1 2019 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's CSX Corp position peaked at $12K in Q2 2019.
  • 1,219 funds tracked by Wall St. Rank held CSX Corp as of Q4 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2019, filed 23 Jan 2020.