Kerntke Otto McGlone Wealth Management Group’s CSX Corp CSX Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2021 Q4	–	Sell	-6,876	Closed	-$204K	–	72
2021 Q3	$204K	Sell	6,876 -10,495	-60%	-$336K	0.61%	36
2021 Q2	$557K	Buy	17,371 +1,747	+11%	+$57.6K	0.22%	74
2021 Q1	$502K	Sell	15,624 -816	-5%	-$24.9K	0.26%	72
2020 Q4	$497K	Sell	16,440 -2,220	-12%	-$63.8K	0.29%	67
2020 Q3	$483K	Sell	18,660 -84	-0.4%	-$2.07K	0.35%	64
2020 Q2	$436K	Buy	18,744 +39	+0.2%	+$863	0.4%	58
2020 Q1	$357K	Sell	18,705 -744	-4%	-$17.4K	0.4%	57
2019 Q4	$469K	Buy	+19,449	New	+$460K	0.4%	59

Other funds holding CSX

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

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 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

SCP

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ECU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's CSX Position: Q4 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of CSX Corp (CSX) in Q4 2021, closing a stake of 6,876 shares — an estimated $204K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in CSX in Q4 2019 and held it in 8 quarters. The position peaked at $557K in Q2 2021. 1,546 funds tracked by Wall St. Rank hold CSX as of Q4 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining CSX Corp position as of Q4 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 6,876 CSX Corp shares in Q4 2021, an estimated $204K.
Kerntke Otto McGlone Wealth Management Group first reported a position in CSX Corp in Q4 2019 and held it in 8 quarters.
Kerntke Otto McGlone Wealth Management Group's CSX Corp position peaked at $557K in Q2 2021.
1,546 funds tracked by Wall St. Rank held CSX Corp as of Q4 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q4 2021, filed 14 Feb 2022.