Lee, Danner & Bass’s CSX Corp CSX Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-5,494	Closed	-$177K	–	322
2024 Q4	$177K	Buy	+5,494	New	+$188K	0.01%	229
2022 Q2	–	Sell	-5,925	Closed	-$222K	–	197
2022 Q1	$222K	Hold	5,925	–	–	0.02%	192
2021 Q4	$223K	Buy	+5,925	New	+$209K	0.02%	186
2021 Q2	–	Sell	-6,225	Closed	-$200K	–	206
2021 Q1	$200K	Buy	+6,225	New	+$190K	0.02%	187
2019 Q3	–	Sell	-9,075	Closed	-$234K	–	178
2019 Q2	$234K	Buy	+9,075	New	+$234K	0.02%	165
2018 Q4	–	Sell	-8,625	Closed	-$213K	–	174
2018 Q3	$213K	Buy	+8,625	New	+$205K	0.02%	169
2017 Q3	–	Sell	-12,573	Closed	-$229K	–	169
2017 Q2	$229K	Sell	12,573 -1,083	-8%	-$18.6K	0.03%	160
2017 Q1	$212K	Buy	+13,656	New	+$208K	0.02%	160

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Lee, Danner & Bass's CSX Position: Q1 2025 in Review

Lee, Danner & Bass sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 5,494 shares — an estimated $177K sold.

Lee, Danner & Bass first reported a position in CSX in Q1 2017 and held it in 8 quarters. The position peaked at $234K in Q2 2019. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

Lee, Danner & Bass reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 5,494 CSX Corp shares in Q1 2025, an estimated $177K.
Lee, Danner & Bass first reported a position in CSX Corp in Q1 2017 and held it in 8 quarters.
Lee, Danner & Bass's CSX Corp position peaked at $234K in Q2 2019.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.