Lenox Wealth Advisors’s CSX Corp CSX Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$13K	Sell	384 -150	-28%	-$5.31K	﹤0.01%	436
2021 Q4	$20K	Buy	534 +48	+10%	+$1.69K	﹤0.01%	394
2021 Q3	$14K	Buy	486 +51	+12%	+$1.63K	﹤0.01%	422
2021 Q2	$14K	Buy	435 +333	+326%	+$11K	﹤0.01%	420
2021 Q1	$3K	Sell	102 -102	-50%	-$3.11K	﹤0.01%	563
2020 Q4	$6K	Buy	+204	New	+$5.86K	﹤0.01%	487
2020 Q2	–	Sell	-300	Closed	-$6K	–	627
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	397
2019 Q4	$7K	Buy	+300	New	+$7.1K	﹤0.01%	443
2018 Q3	–	Sell	-606	Closed	-$13K	–	439
2018 Q2	$13K	Sell	606 -192	-24%	-$3.95K	﹤0.01%	307
2018 Q1	$15K	Buy	798 +606	+316%	+$11.3K	﹤0.01%	298
2017 Q4	$4K	Buy	+192	New	+$3.4K	﹤0.01%	238

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's CSX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its CSX Corp (CSX) stake by 28% in Q1 2022, selling an estimated $5.31K and leaving 384 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Lenox Wealth Advisors first reported a position in CSX in Q4 2017 and has held it in 11 quarters since. The position peaked at $20K in Q4 2021. 1,571 funds tracked by Wall St. Rank hold CSX as of Q1 2022.

Lenox Wealth Advisors held 384 shares of CSX Corp worth $13K as of Q1 2022.
Lenox Wealth Advisors sold 150 CSX Corp shares in Q1 2022, an estimated $5.31K.
CSX Corp made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #436 holding.
Lenox Wealth Advisors first reported a position in CSX Corp in Q4 2017 and has held it in 11 quarters since.
Lenox Wealth Advisors's CSX Corp position peaked at $20K in Q4 2021.
1,571 funds tracked by Wall St. Rank held CSX Corp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.