Laffer Tengler Investments’s CSX Corp CSX Stock Holding History

Laffer Tengler Investments’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	–	Sell	-2,772	Closed	-$92.7K	–	218
2024 Q2	$92.7K	Sell	2,772 -74	-3%	-$2.51K	0.02%	219
2024 Q1	$106K	Buy	2,846 +2,665	+1,472%	+$97.3K	0.03%	191
2023 Q4	$6.28K	Buy	+181	New	+$5.77K	﹤0.01%	299
2022 Q4	–	Sell	-2,772	Closed	-$73.8K	–	431
2022 Q3	$73.8K	Hold	2,772	–	–	0.03%	234
2022 Q2	$80.6K	Hold	2,772	–	–	0.03%	231
2022 Q1	$104K	Hold	2,772	–	–	0.03%	251
2021 Q4	$104K	Hold	2,772	–	–	0.03%	252
2021 Q3	$82.4K	Buy	+2,772	New	+$88.8K	0.02%	294
2021 Q2	–	Sell	-2,772	Closed	-$89.1K	–	345
2021 Q1	$89.1K	Buy	+2,772	New	+$84.6K	0.03%	238
2019 Q2	–	Sell	-139,809	Closed	-$3.49M	–	122
2019 Q1	$3.49M	Hold	139,809	–	–	0.94%	19
2018 Q4	$2.9M	Hold	139,809	–	–	0.86%	26
2018 Q3	$3.45M	Hold	139,809	–	–	0.85%	23
2018 Q2	$2.97M	Hold	139,809	–	–	0.76%	28
2018 Q1	$2.6M	Buy	+139,809	New	+$2.61M	0.65%	55
2014 Q4	–	Sell	-333	Closed	-$3.56K	–	221
2014 Q3	$3.56K	Buy	+333	New	+$3.43K	﹤0.01%	227

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Laffer Tengler Investments's CSX Position: Q3 2024 in Review

Laffer Tengler Investments sold out of CSX Corp (CSX) in Q3 2024, closing a stake of 2,772 shares — an estimated $92.7K sold.

Laffer Tengler Investments first reported a position in CSX in Q3 2014 and held it in 15 quarters. The position peaked at $3.49M in Q1 2019. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

Laffer Tengler Investments reported no remaining CSX Corp position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 2,772 CSX Corp shares in Q3 2024, an estimated $92.7K.
Laffer Tengler Investments first reported a position in CSX Corp in Q3 2014 and held it in 15 quarters.
Laffer Tengler Investments's CSX Corp position peaked at $3.49M in Q1 2019.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.