Jupiter Investment Management’s CSX Corp CSX Stock Holding History

Jupiter Investment 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
2020 Q1	–	Sell	-155,280	Closed	-$3.75M	–	390
2019 Q4	$3.75M	Sell	155,280 -153,423	-50%	-$3.63M	0.05%	248
2019 Q3	$7.13M	Buy	+308,703	New	+$7.19M	0.09%	203
2015 Q4	–	Sell	-78,000	Closed	-$699K	–	303
2015 Q3	$699K	Buy	+78,000	New	+$765K	0.02%	205
2015 Q2	–	Sell	-57,600	Closed	-$635K	–	297
2015 Q1	$635K	Sell	57,600 -118,500	-67%	-$1.36M	0.02%	253
2014 Q4	$2.13M	Buy	+176,100	New	+$2.06M	0.08%	176
2013 Q3	–	Sell	-318,000	Closed	-$2.46M	–	285
2013 Q2	$2.46M	Buy	+318,000	New	+$2.61M	0.3%	133

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Investment Management's CSX Position: Q1 2020 in Review

Jupiter Investment Management sold out of CSX Corp (CSX) in Q1 2020, closing a stake of 155,280 shares — an estimated $3.75M sold.

Jupiter Investment Management first reported a position in CSX in Q2 2013 and held it in 6 quarters. The position peaked at $7.13M in Q3 2019. 1,126 funds tracked by Wall St. Rank hold CSX as of Q1 2020.

Jupiter Investment Management reported no remaining CSX Corp position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 155,280 CSX Corp shares in Q1 2020, an estimated $3.75M.
Jupiter Investment Management first reported a position in CSX Corp in Q2 2013 and held it in 6 quarters.
Jupiter Investment Management's CSX Corp position peaked at $7.13M in Q3 2019.
1,126 funds tracked by Wall St. Rank held CSX Corp as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.