LifePlan Financial Group’s CSX Corp CSX Stock Holding History

LifePlan Financial 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
2020 Q3	$49K	Hold	1,875	–	–	0.02%	246
2020 Q2	$44K	Hold	1,875	–	–	0.02%	250
2020 Q1	$36K	Hold	1,875	–	–	0.02%	254
2019 Q4	$45K	Sell	1,875 -150	-7%	-$3.55K	0.02%	264
2019 Q3	$47K	Sell	2,025 -450	-18%	-$10.5K	0.02%	251
2019 Q2	$64K	Hold	2,475	–	–	0.03%	215
2019 Q1	$62K	Hold	2,475	–	–	0.03%	219
2018 Q4	$51K	Sell	2,475 -900	-27%	-$20.7K	0.03%	227
2018 Q3	$83K	Hold	3,375	–	–	0.04%	198
2018 Q2	$72K	Hold	3,375	–	–	0.04%	207
2018 Q1	$63K	Buy	+3,375	New	+$63.1K	0.04%	203

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

LifePlan Financial Group's CSX Position: Q3 2020 in Review

LifePlan Financial Group held its CSX Corp (CSX) position steady in Q3 2020 at 1,875 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #246.

LifePlan Financial Group first reported a position in CSX in Q1 2018 and has held it in 11 quarters since. The position peaked at $83K in Q3 2018. 1,210 funds tracked by Wall St. Rank hold CSX as of Q3 2020.

LifePlan Financial Group held 1,875 shares of CSX Corp worth $49K as of Q3 2020.
LifePlan Financial Group left its CSX Corp share count unchanged in Q3 2020.
CSX Corp made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #246 holding.
LifePlan Financial Group first reported a position in CSX Corp in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's CSX Corp position peaked at $83K in Q3 2018.
1,210 funds tracked by Wall St. Rank held CSX Corp as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.