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Litman Gregory Wealth Management’s CSX Corp CSX Stock Holding History

Litman Gregory 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
Q4 		– Sell
-267
Closed -$7K – 201
2020
Q3 		$7K Buy
+267
New +$6.59K ﹤0.01% 159

Other funds holding CSX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Litman Gregory Wealth Management's CSX Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of CSX Corp (CSX) in Q4 2020, closing a stake of 267 shares — an estimated $7K sold.

Litman Gregory Wealth Management first reported a position in CSX in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 1,359 funds tracked by Wall St. Rank hold CSX as of Q4 2020.

  • Litman Gregory Wealth Management reported no remaining CSX Corp position as of Q4 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 267 CSX Corp shares in Q4 2020, an estimated $7K.
  • Litman Gregory Wealth Management first reported a position in CSX Corp in Q3 2020 and held it in 1 quarter.
  • Litman Gregory Wealth Management's CSX Corp position peaked at $7K in Q3 2020.
  • 1,359 funds tracked by Wall St. Rank held CSX Corp as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.