LBA
CSX icon

Lowell Blake & Associates’s CSX Corp CSX Stock Holding History

Lowell Blake & Associates’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
Q3 		$215K Hold
6,981
– – 0.06% 58
2023
Q2 		$238K Hold
6,981
– – 0.07% 53
2023
Q1 		$209K Hold
6,981
– – 0.07% 58
2022
Q4 		$216K Buy
+6,981
New +$210K 0.07% 55

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Lowell Blake & Associates's CSX Position: Q3 2023 in Review

Lowell Blake & Associates held its CSX Corp (CSX) position steady in Q3 2023 at 6,981 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #58.

Lowell Blake & Associates first reported a position in CSX in Q4 2022 and has held it in 4 quarters since. The position peaked at $238K in Q2 2023. 1,542 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • Lowell Blake & Associates held 6,981 shares of CSX Corp worth $215K as of Q3 2023.
  • Lowell Blake & Associates left its CSX Corp share count unchanged in Q3 2023.
  • CSX Corp made up 0.06% of Lowell Blake & Associates's portfolio in Q3 2023, its #58 holding.
  • Lowell Blake & Associates first reported a position in CSX Corp in Q4 2022 and has held it in 4 quarters since.
  • Lowell Blake & Associates's CSX Corp position peaked at $238K in Q2 2023.
  • 1,542 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.