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Lehman Financial Resources’s CSX Corp CSX Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-6,600
Closed -$59K – 121
2015
Q3 		$59K Hold
6,600
– – 0.03% 131
2015
Q2 		$71K Hold
6,600
– – 0.03% 126
2015
Q1 		$73K Buy
6,600
+600
+10% +$6.9K 0.03% 126
2014
Q4 		$72K Hold
6,000
– – 0.04% 115
2014
Q3 		$64K Hold
6,000
– – 0.03% 117
2014
Q2 		$62K Sell
6,000
-2,100
-26% -$20.4K 0.03% 123
2014
Q1 		$78K Hold
8,100
– – 0.04% 105
2013
Q4 		$78K Hold
8,100
– – 0.05% 92
2013
Q3 		$69K Buy
8,100
+2,100
+35% +$17.6K 0.04% 92
2013
Q2 		$46K Buy
+6,000
New +$49.2K 0.03% 108

Other funds holding CSX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lehman Financial Resources's CSX Position: Q4 2015 in Review

Lehman Financial Resources sold out of CSX Corp (CSX) in Q4 2015, closing a stake of 6,600 shares — an estimated $59K sold.

Lehman Financial Resources first reported a position in CSX in Q2 2013 and held it in 10 quarters. The position peaked at $78K in Q1 2014. 831 funds tracked by Wall St. Rank hold CSX as of Q4 2015.

  • Lehman Financial Resources reported no remaining CSX Corp position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 6,600 CSX Corp shares in Q4 2015, an estimated $59K.
  • Lehman Financial Resources first reported a position in CSX Corp in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's CSX Corp position peaked at $78K in Q1 2014.
  • 831 funds tracked by Wall St. Rank held CSX Corp as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.