Kalos Management’s CSX Corp CSX Stock Holding History

Kalos 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 Q2	–	Sell	-851	Closed	-$25.5K	–	177
2023 Q1	$25.5K	Buy	+851	New	+$26.2K	0.05%	130
2019 Q3	–	Sell	-8,214	Closed	-$215K	–	204
2019 Q2	$215K	Buy	+8,214	New	+$212K	0.1%	169
2019 Q1	–	Sell	-10,308	Closed	-$259K	–	153
2018 Q4	$259K	Buy	+10,308	New	+$237K	0.13%	147
2018 Q3	–	Sell	-8,211	Closed	-$201K	–	171
2018 Q2	$201K	Buy	+8,211	New	+$169K	0.09%	178

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

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

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

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

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

Kalos Management's CSX Position: Q2 2023 in Review

Kalos Management sold out of CSX Corp (CSX) in Q2 2023, closing a stake of 851 shares — an estimated $25.5K sold.

Kalos Management first reported a position in CSX in Q2 2018 and held it in 4 quarters. The position peaked at $259K in Q4 2018. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

Kalos Management reported no remaining CSX Corp position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 851 CSX Corp shares in Q2 2023, an estimated $25.5K.
Kalos Management first reported a position in CSX Corp in Q2 2018 and held it in 4 quarters.
Kalos Management's CSX Corp position peaked at $259K in Q4 2018.
1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.