KIG
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Kowal Investment Group’s CSX Corp CSX Stock Holding History

Kowal Investment 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
2024
Q3 		$223K Sell
6,460
-303
-4% -$10.3K 0.04% 185
2024
Q2 		$226K Sell
6,763
-193
-3% -$6.55K 0.05% 165
2024
Q1 		$258K Buy
6,956
+423
+6% +$15.4K 0.06% 150
2023
Q4 		$226K Buy
+6,533
New +$208K 0.05% 154
2021
Q4 		– Sell
-2,697
Closed -$80K – 298
2021
Q3 		$80K Buy
+2,697
New +$86.4K 0.03% 179

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kowal Investment Group's CSX Position: Q3 2024 in Review

Kowal Investment Group reduced its CSX Corp (CSX) stake by 4.5% in Q3 2024, selling an estimated $10.3K and leaving 6,460 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #185.

Kowal Investment Group first reported a position in CSX in Q3 2021 and has held it in 5 quarters since. The position peaked at $258K in Q1 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

  • Kowal Investment Group held 6,460 shares of CSX Corp worth $223K as of Q3 2024.
  • Kowal Investment Group sold 303 CSX Corp shares in Q3 2024, an estimated $10.3K.
  • CSX Corp made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #185 holding.
  • Kowal Investment Group first reported a position in CSX Corp in Q3 2021 and has held it in 5 quarters since.
  • Kowal Investment Group's CSX Corp position peaked at $258K in Q1 2024.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.