Mariner Independent Advisor Network’s CSX Corp CSX Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$532K	Sell	19,981 -430	-2%	-$13.4K	0.02%	462
2022 Q2	$595K	Buy	20,411 +4,906	+32%	+$160K	0.03%	451
2022 Q1	$572K	Buy	+15,505	New	+$548K	0.02%	430
2015 Q1	–	Sell	-27,138	Closed	-$328K	–	96
2014 Q4	$328K	Buy	27,138 +3,714	+16%	+$43.5K	0.15%	109
2014 Q3	$250K	Sell	23,424 -93	-0.4%	-$959	0.13%	107
2014 Q2	$242K	Buy	+23,517	New	+$229K	0.12%	114

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's CSX Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its CSX Corp (CSX) stake by 2.1% in Q3 2022, selling an estimated $13.4K and leaving 19,981 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #462.

Mariner Independent Advisor Network first reported a position in CSX in Q2 2014 and has held it in 6 quarters since. The position peaked at $595K in Q2 2022. 1,441 funds tracked by Wall St. Rank hold CSX as of Q3 2022.

Mariner Independent Advisor Network held 19,981 shares of CSX Corp worth $532K as of Q3 2022.
Mariner Independent Advisor Network sold 430 CSX Corp shares in Q3 2022, an estimated $13.4K.
CSX Corp made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #462 holding.
Mariner Independent Advisor Network first reported a position in CSX Corp in Q2 2014 and has held it in 6 quarters since.
Mariner Independent Advisor Network's CSX Corp position peaked at $595K in Q2 2022.
1,441 funds tracked by Wall St. Rank held CSX Corp as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.