Levy Wealth Management Group’s CSX Corp CSX Stock Holding History

Levy Wealth Management Group’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
2024 Q2	$634K	Hold	18,950	–	–	0.16%	52
2024 Q1	$657K	Hold	18,950	–	–	0.18%	48
2023 Q4	$657K	Hold	18,950	–	–	0.18%	48
2023 Q3	$583K	Hold	18,950	–	–	0.18%	49
2023 Q2	$646K	Hold	18,950	–	–	0.19%	49
2023 Q1	$567K	Hold	18,950	–	–	0.17%	50
2022 Q4	$587K	Hold	18,950	–	–	0.2%	47
2022 Q3	$505K	Hold	18,950	–	–	0.22%	40
2022 Q2	$551K	Buy	18,950 +29	+0.2%	+$945	0.25%	38
2022 Q1	$709K	Buy	18,921 +24	+0.1%	+$849	0.29%	31
2021 Q4	$711K	Buy	18,897 +22	+0.1%	+$776	0.32%	34
2021 Q3	$561K	Buy	18,875 +25	+0.1%	+$800	0.31%	34
2021 Q2	$595K	Sell	18,850 -62	-0.3%	-$2.04K	0.34%	34
2021 Q1	$608K	Buy	18,912 +69	+0.4%	+$2.11K	0.4%	33
2020 Q4	$570K	Buy	+18,843	New	+$541K	0.4%	31

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Levy Wealth Management Group's CSX Position: Q2 2024 in Review

Levy Wealth Management Group held its CSX Corp (CSX) position steady in Q2 2024 at 18,950 shares worth $634K. The position accounts for 0.16% of the portfolio, ranked #52.

Levy Wealth Management Group first reported a position in CSX in Q4 2020 and has held it in 15 quarters since. The position peaked at $711K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

Levy Wealth Management Group held 18,950 shares of CSX Corp worth $634K as of Q2 2024.
Levy Wealth Management Group left its CSX Corp share count unchanged in Q2 2024.
CSX Corp made up 0.16% of Levy Wealth Management Group's portfolio in Q2 2024, its #52 holding.
Levy Wealth Management Group first reported a position in CSX Corp in Q4 2020 and has held it in 15 quarters since.
Levy Wealth Management Group's CSX Corp position peaked at $711K in Q4 2021.
1,660 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.