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Legacy Capital Group California’s CSX Corp CSX Stock Holding History

Legacy Capital Group California’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
2023
Q3 		– Sell
-27,487
Closed -$937K – 274
2023
Q2 		$937K Buy
27,487
+757
+3% +$23.9K 0.39% 66
2023
Q1 		$800K Buy
+26,730
New +$822K 0.39% 71

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Legacy Capital Group California's CSX Position: Q3 2023 in Review

Legacy Capital Group California sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 27,487 shares — an estimated $937K sold.

Legacy Capital Group California first reported a position in CSX in Q1 2023 and held it in 2 quarters. The position peaked at $937K in Q2 2023. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • Legacy Capital Group California reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 27,487 CSX Corp shares in Q3 2023, an estimated $937K.
  • Legacy Capital Group California first reported a position in CSX Corp in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Group California's CSX Corp position peaked at $937K in Q2 2023.
  • 1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.