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Lake Street Advisors Group’s CSX Corp CSX Stock Holding History

Lake Street Advisors 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
Q4 		$555K Sell
17,184
-62
-0.4% -$2.13K 0.03% 315
2024
Q3 		$595K Buy
17,246
+306
+2% +$10.4K 0.03% 292
2024
Q2 		$567K Buy
16,940
+85
+0.5% +$2.89K 0.03% 299
2024
Q1 		$625K Sell
16,855
-1,583
-9% -$57.8K 0.03% 300
2023
Q4 		$639K Buy
18,438
+2,099
+13% +$66.9K 0.03% 289
2023
Q3 		$502K Sell
16,339
-642
-4% -$20.3K 0.03% 206
2023
Q2 		$579K Buy
16,981
+539
+3% +$17.1K 0.03% 202
2023
Q1 		$492K Buy
16,442
+369
+2% +$11.3K 0.03% 196
2022
Q4 		$498K Sell
16,073
-868
-5% -$26.1K 0.03% 188
2022
Q3 		$451K Buy
16,941
+827
+5% +$25.7K 0.03% 192
2022
Q2 		$468K Sell
16,114
-262
-2% -$8.54K 0.03% 176
2022
Q1 		$613K Buy
16,376
+516
+3% +$18.3K 0.04% 166
2021
Q4 		$596K Buy
15,860
+516
+3% +$18.2K 0.04% 163
2021
Q3 		$456K Buy
15,344
+2,688
+21% +$86.1K 0.05% 132
2021
Q2 		$432K Buy
12,656
+68
+0.5% +$2.24K 0.03% 184
2021
Q1 		$405K Buy
12,588
+111
+0.9% +$3.39K 0.03% 182
2020
Q4 		$377K Sell
12,477
-69
-0.5% -$1.98K 0.03% 187
2020
Q3 		$325K Buy
12,546
+669
+6% +$16.5K 0.03% 194
2020
Q2 		$276K Sell
11,877
-621
-5% -$13.7K 0.03% 215
2020
Q1 		$239K Buy
+12,498
New +$292K 0.03% 201
2018
Q3 		– Sell
-13,038
Closed -$277K – 239
2018
Q2 		$277K Sell
13,038
-714
-5% -$14.7K 0.03% 240
2018
Q1 		$255K Buy
13,752
+1,026
+8% +$19.2K 0.03% 244
2017
Q4 		$233K Buy
+12,726
New +$225K 0.03% 290

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's CSX Position: Q4 2024 in Review

Lake Street Advisors Group reduced its CSX Corp (CSX) stake by 0.36% in Q4 2024, selling an estimated $2.13K and leaving 17,184 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #315.

Lake Street Advisors Group first reported a position in CSX in Q4 2017 and has held it in 23 quarters since. The position peaked at $639K in Q4 2023. 1,723 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Lake Street Advisors Group held 17,184 shares of CSX Corp worth $555K as of Q4 2024.
  • Lake Street Advisors Group sold 62 CSX Corp shares in Q4 2024, an estimated $2.13K.
  • CSX Corp made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #315 holding.
  • Lake Street Advisors Group first reported a position in CSX Corp in Q4 2017 and has held it in 23 quarters since.
  • Lake Street Advisors Group's CSX Corp position peaked at $639K in Q4 2023.
  • 1,723 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.