Kaizen Advisory’s CSX Corp CSX Stock Holding History

Kaizen Advisory’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
2018 Q4	$135K	Buy	6,519 +27	+0.4%	+$621	0.09%	187
2018 Q3	$160K	Hold	6,492	–	–	0.08%	174
2018 Q2	$138K	Buy	6,492 +3,900	+150%	+$80.3K	0.07%	193
2018 Q1	$48K	Hold	2,592	–	–	0.05%	203
2017 Q4	$48K	Buy	+2,592	New	+$45.9K	0.03%	199

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

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Kaizen Advisory's CSX Position: Q4 2018 in Review

Kaizen Advisory increased its CSX Corp (CSX) stake by 0.42% in Q4 2018, buying an estimated $621 and bringing the position to 6,519 shares worth $135K. The position accounts for 0.09% of the portfolio, ranked #187.

Kaizen Advisory first reported a position in CSX in Q4 2017 and has held it in 5 quarters since. The position peaked at $160K in Q3 2018. 1,182 funds tracked by Wall St. Rank hold CSX as of Q4 2018.

Kaizen Advisory held 6,519 shares of CSX Corp worth $135K as of Q4 2018.
Kaizen Advisory bought 27 CSX Corp shares in Q4 2018, an estimated $621.
CSX Corp made up 0.09% of Kaizen Advisory's portfolio in Q4 2018, its #187 holding.
Kaizen Advisory first reported a position in CSX Corp in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's CSX Corp position peaked at $160K in Q3 2018.
1,182 funds tracked by Wall St. Rank held CSX Corp as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.