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Lockheed Martin Investment Management’s CSX Corp CSX Stock Holding History

Lockheed Martin Investment 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
2023
Q1 		– Sell
-70,250
Closed -$2.18M – 148
2022
Q4 		$2.18M Buy
70,250
+2,760
+4% +$83K 0.14% 81
2022
Q3 		$1.8M Hold
67,490
– – 0.14% 81
2022
Q2 		$1.96M Sell
67,490
-3,550
-5% -$116K 0.13% 92
2022
Q1 		$2.66M Buy
71,040
+6,260
+10% +$221K 0.15% 97
2021
Q4 		$2.44M Sell
64,780
-116,600
-64% -$4.11M 0.13% 110
2021
Q3 		$5.39M Sell
181,380
-329,670
-65% -$10.6M 0.29% 57
2021
Q2 		$16.4M Sell
511,050
-101,370
-17% -$3.34M 0.86% 26
2021
Q1 		$19.7M Buy
612,420
+97,290
+19% +$2.97M 1.01% 23
2020
Q4 		$15.6M Buy
515,130
+91,800
+22% +$2.64M 0.81% 25
2020
Q3 		$11M Sell
423,330
-19,320
-4% -$477K 0.68% 34
2020
Q2 		$10.3M Buy
442,650
+26,550
+6% +$587K 0.68% 33
2020
Q1 		$7.95M Buy
+416,100
New +$9.72M 0.54% 41
2013
Q4 		– Sell
-105,000
Closed -$901K – 105
2013
Q3 		$901K Buy
+105,000
New +$881K 0.05% 76

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Lockheed Martin Investment Management's CSX Position: Q1 2023 in Review

Lockheed Martin Investment Management sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 70,250 shares — an estimated $2.18M sold.

Lockheed Martin Investment Management first reported a position in CSX in Q3 2013 and held it in 13 quarters. The position peaked at $19.7M in Q1 2021. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

  • Lockheed Martin Investment Management reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 70,250 CSX Corp shares in Q1 2023, an estimated $2.18M.
  • Lockheed Martin Investment Management first reported a position in CSX Corp in Q3 2013 and held it in 13 quarters.
  • Lockheed Martin Investment Management's CSX Corp position peaked at $19.7M in Q1 2021.
  • 1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2023, filed 11 May 2023.