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Liontrust Investment Partners’s CSX Corp CSX Stock Holding History

Liontrust Investment Partners’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
2025
Q1 		– Sell
-51,687
Closed -$1.67M – 227
2024
Q4 		$1.67M Hold
51,687
– – 0.02% 152
2024
Q3 		$1.73M Hold
51,687
– – 0.02% 153
2024
Q2 		$1.73M Hold
51,687
– – 0.02% 153
2024
Q1 		$1.92M Sell
51,687
-8,504
-14% -$310K 0.03% 150
2023
Q4 		$2.09M Hold
60,191
– – 0.03% 144
2023
Q3 		$1.85M Hold
60,191
– – 0.03% 141
2023
Q2 		$2.05M Buy
+60,191
New +$1.9M 0.03% 179

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Liontrust Investment Partners's CSX Position: Q1 2025 in Review

Liontrust Investment Partners sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 51,687 shares — an estimated $1.67M sold.

Liontrust Investment Partners first reported a position in CSX in Q2 2023 and held it in 7 quarters. The position peaked at $2.09M in Q4 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Liontrust Investment Partners reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • Liontrust Investment Partners sold 51,687 CSX Corp shares in Q1 2025, an estimated $1.67M.
  • Liontrust Investment Partners first reported a position in CSX Corp in Q2 2023 and held it in 7 quarters.
  • Liontrust Investment Partners's CSX Corp position peaked at $2.09M in Q4 2023.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Liontrust Investment Partners's 13F filing for Q1 2025, filed 13 May 2025.