Lenox Wealth Management’s CSX Corp CSX Stock Holding History

Lenox Wealth Management’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 Q2	$39K	Hold	1,680	–	–	0.01%	284
2020 Q1	$32K	Sell	1,680 -75	-4%	-$1.75K	0.01%	283
2019 Q4	$42K	Hold	1,755	–	–	0.01%	282
2019 Q3	$40K	Sell	1,755 -777	-31%	-$18.1K	0.01%	289
2019 Q2	$65K	Buy	2,532 +777	+44%	+$20K	0.02%	225
2019 Q1	$44K	Buy	1,755 +75	+4%	+$1.74K	0.01%	250
2018 Q4	$35K	Hold	1,680	–	–	0.01%	232
2018 Q3	$41K	Hold	1,680	–	–	0.01%	248
2018 Q2	$36K	Hold	1,680	–	–	0.01%	236
2018 Q1	$31K	Hold	1,680	–	–	0.01%	252
2017 Q4	$31K	Sell	1,680 -2,877	-63%	-$50.9K	0.01%	265
2017 Q3	$82K	Hold	4,557	–	–	0.03%	180
2017 Q2	$83K	Hold	4,557	–	–	0.03%	168
2017 Q1	$71K	Sell	4,557 -324	-7%	-$4.94K	0.05%	72
2016 Q4	$58K	Sell	4,881 -504	-9%	-$5.65K	0.04%	99
2016 Q3	$55K	Hold	5,385	–	–	0.04%	97
2016 Q2	$47K	Buy	5,385 +3,705	+221%	+$32.3K	0.03%	107
2016 Q1	$14K	Hold	1,680	–	–	0.01%	152
2015 Q4	$15K	Hold	1,680	–	–	0.01%	156
2015 Q3	$15K	Hold	1,680	–	–	0.01%	100
2015 Q2	$18K	Hold	1,680	–	–	0.01%	103
2015 Q1	$19K	Hold	1,680	–	–	0.01%	104
2014 Q4	$20K	Hold	1,680	–	–	0.01%	105
2014 Q3	$18K	Hold	1,680	–	–	0.01%	114
2014 Q2	$17K	Hold	1,680	–	–	0.01%	116
2014 Q1	$16K	Hold	1,680	–	–	0.01%	128
2013 Q4	$16K	Buy	+1,680	New	+$15.1K	0.01%	128

Other funds holding CSX

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Lenox Wealth Management's CSX Position: Q2 2020 in Review

Lenox Wealth Management held its CSX Corp (CSX) position steady in Q2 2020 at 1,680 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #284.

Lenox Wealth Management first reported a position in CSX in Q4 2013 and has held it in 27 quarters since. The position peaked at $83K in Q2 2017. 1,143 funds tracked by Wall St. Rank hold CSX as of Q2 2020.

Lenox Wealth Management held 1,680 shares of CSX Corp worth $39K as of Q2 2020.
Lenox Wealth Management left its CSX Corp share count unchanged in Q2 2020.
CSX Corp made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #284 holding.
Lenox Wealth Management first reported a position in CSX Corp in Q4 2013 and has held it in 27 quarters since.
Lenox Wealth Management's CSX Corp position peaked at $83K in Q2 2017.
1,143 funds tracked by Wall St. Rank held CSX Corp as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.