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Kelly Financial Services’s CSX Corp CSX Stock Holding History

Kelly Financial Services’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
Q1 		– Sell
-44
Closed -$1.36K – 709
2022
Q4 		$1.36K Hold
44
– – ﹤0.01% 536
2022
Q3 		$1.17K Hold
44
– – ﹤0.01% 557
2022
Q2 		$1.28K Hold
44
– – ﹤0.01% 536
2022
Q1 		$1.65K Hold
44
– – ﹤0.01% 536
2021
Q4 		$1.65K Buy
+44
New +$1.55K ﹤0.01% 560
2020
Q4 		– Sell
-78
Closed -$2.02K – 603
2020
Q3 		$2.02K Hold
78
– – ﹤0.01% 434
2020
Q2 		$1.81K Hold
78
– – ﹤0.01% 441
2020
Q1 		$1.49K Hold
78
– – ﹤0.01% 416
2019
Q4 		$1.88K Hold
78
– – ﹤0.01% 419
2019
Q3 		$1.8K Buy
+78
New +$1.82K ﹤0.01% 410

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Kelly Financial Services's CSX Position: Q1 2023 in Review

Kelly Financial Services sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 44 shares — an estimated $1.36K sold.

Kelly Financial Services first reported a position in CSX in Q3 2019 and held it in 10 quarters. The position peaked at $2.02K in Q3 2020. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

  • Kelly Financial Services reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
  • Kelly Financial Services sold 44 CSX Corp shares in Q1 2023, an estimated $1.36K.
  • Kelly Financial Services first reported a position in CSX Corp in Q3 2019 and held it in 10 quarters.
  • Kelly Financial Services's CSX Corp position peaked at $2.02K in Q3 2020.
  • 1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.