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Legacy Wealth Management (Mississippi)’s CSX Corp CSX Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q1 		– Sell
-9,360
Closed -$226K – 101
2019
Q4 		$226K Buy
+9,360
New +$221K 0.2% 96

Other funds holding CSX

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s CSX Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of CSX Corp (CSX) in Q1 2020, closing a stake of 9,360 shares — an estimated $226K sold.

Legacy Wealth Management (Mississippi) first reported a position in CSX in Q4 2019 and held it in 1 quarter. The position peaked at $226K in Q4 2019. 1,126 funds tracked by Wall St. Rank hold CSX as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining CSX Corp position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 9,360 CSX Corp shares in Q1 2020, an estimated $226K.
  • Legacy Wealth Management (Mississippi) first reported a position in CSX Corp in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s CSX Corp position peaked at $226K in Q4 2019.
  • 1,126 funds tracked by Wall St. Rank held CSX Corp as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.