Jupiter Asset Management’s CSX Corp CSX Stock Holding History

Jupiter 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
2022 Q4	–	Sell	-9,451	Closed	-$252K	–	473
2022 Q3	$252K	Hold	9,451	–	–	﹤0.01%	499
2022 Q2	$275K	Sell	9,451 -22,856	-71%	-$745K	﹤0.01%	535
2022 Q1	$1.21M	Buy	32,307 +5,817	+22%	+$206K	0.01%	399
2021 Q4	$988K	Buy	26,490 +15,542	+142%	+$548K	0.01%	418
2021 Q3	$325K	Buy	10,948 +1,576	+17%	+$50.5K	﹤0.01%	515
2021 Q2	$301K	Hold	9,372	–	–	﹤0.01%	530
2021 Q1	$301K	Sell	9,372 -14,997	-62%	-$458K	﹤0.01%	522
2020 Q4	$737K	Buy	24,369 +11,445	+89%	+$329K	0.01%	479
2020 Q3	$334K	Buy	+12,924	New	+$319K	﹤0.01%	531

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

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Jupiter Asset Management's CSX Position: Q4 2022 in Review

Jupiter Asset Management sold out of CSX Corp (CSX) in Q4 2022, closing a stake of 9,451 shares — an estimated $252K sold.

Jupiter Asset Management first reported a position in CSX in Q3 2020 and held it in 9 quarters. The position peaked at $1.21M in Q1 2022. 1,515 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

Jupiter Asset Management reported no remaining CSX Corp position as of Q4 2022 after selling out during the quarter.
Jupiter Asset Management sold 9,451 CSX Corp shares in Q4 2022, an estimated $252K.
Jupiter Asset Management first reported a position in CSX Corp in Q3 2020 and held it in 9 quarters.
Jupiter Asset Management's CSX Corp position peaked at $1.21M in Q1 2022.
1,515 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on Jupiter Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.