MCM
CSX icon

McKinley Capital Management’s CSX Corp CSX Stock Holding History

McKinley Capital 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
Q4 		– Sell
-115,115
Closed -$3.54M – 158
2023
Q3 		$3.54M Sell
115,115
-15,477
-12% -$490K 0.5% 74
2023
Q2 		$4.45M Sell
130,592
-13,323
-9% -$421K 0.6% 61
2023
Q1 		$4.31M Sell
143,915
-7,417
-5% -$228K 0.57% 65
2022
Q4 		$4.69M Buy
151,332
+6,841
+5% +$206K 0.63% 61
2022
Q3 		$3.85M Sell
144,491
-7,759
-5% -$241K 0.52% 66
2022
Q2 		$4.42M Sell
152,250
-15,913
-9% -$519K 0.58% 57
2022
Q1 		$6.3M Sell
168,163
-142
-0.1% -$5.02K 0.63% 56
2021
Q4 		$6.33M Sell
168,305
-728
-0.4% -$25.7K 0.57% 60
2021
Q3 		$5.03M Sell
169,033
-3,512
-2% -$112K 0.47% 76
2021
Q2 		$5.54M Sell
172,545
-13,686
-7% -$451K 0.39% 77
2021
Q1 		$5.99M Sell
186,231
-1,230
-0.7% -$37.5K 0.45% 65
2020
Q4 		$5.67M Sell
187,461
-23,628
-11% -$679K 0.4% 73
2020
Q3 		$5.46M Hold
211,089
– – 0.43% 67
2020
Q2 		$4.91M Buy
211,089
+22,737
+12% +$503K 0.33% 67
2020
Q1 		$3.6M Hold
188,352
– – 0.29% 76
2019
Q4 		$4.54M Sell
188,352
-533,265
-74% -$12.6M 0.3% 77
2019
Q3 		$16.7M Sell
721,617
-581,853
-45% -$13.5M 1.25% 32
2019
Q2 		$33.6M Buy
1,303,470
+25,506
+2% +$657K 2.14% 9
2019
Q1 		$31.9M Sell
1,277,964
-65,631
-5% -$1.52M 2.3% 10
2018
Q4 		$27.8M Sell
1,343,595
-108,375
-7% -$2.49M 2.26% 8
2018
Q3 		$35.8M Sell
1,451,970
-38,043
-3% -$906K 2.28% 9
2018
Q2 		$31.7M Sell
1,490,013
-316,899
-18% -$6.53M 2.05% 10
2018
Q1 		$33.6M Sell
1,806,912
-186,021
-9% -$3.48M 1.96% 12
2017
Q4 		$36.5M Sell
1,992,933
-575,079
-22% -$10.2M 1.84% 10
2017
Q3 		$46.4M Sell
2,568,012
-329,268
-11% -$5.65M 1.9% 7
2017
Q2 		$52.7M Buy
2,897,280
+218,724
+8% +$3.75M 1.98% 9
2017
Q1 		$41.6M Buy
2,678,556
+2,352,009
+720% +$35.8M 1.53% 16
2016
Q4 		$3.91M Buy
+326,547
New +$3.66M 0.15% 117

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

McKinley Capital Management's CSX Position: Q4 2023 in Review

McKinley Capital Management sold out of CSX Corp (CSX) in Q4 2023, closing a stake of 115,115 shares — an estimated $3.54M sold.

McKinley Capital Management first reported a position in CSX in Q4 2016 and held it in 28 quarters. The position peaked at $52.7M in Q2 2017. 1,666 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

  • McKinley Capital Management reported no remaining CSX Corp position as of Q4 2023 after selling out during the quarter.
  • McKinley Capital Management sold 115,115 CSX Corp shares in Q4 2023, an estimated $3.54M.
  • McKinley Capital Management first reported a position in CSX Corp in Q4 2016 and held it in 28 quarters.
  • McKinley Capital Management's CSX Corp position peaked at $52.7M in Q2 2017.
  • 1,666 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on McKinley Capital Management's 13F filing for Q4 2023, filed 9 Feb 2024.