Mid Atlantic Financial Management’s CSX Corp CSX Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$226K	Buy	7,609 +1	+0%	+$32	0.02%	775
2021 Q2	$244K	Buy	7,608 +1,044	+16%	+$34.4K	0.02%	749
2021 Q1	$211K	Buy	+6,564	New	+$200K	0.02%	755
2019 Q3	–	Sell	-29,550	Closed	-$762K	–	712
2019 Q2	$762K	Buy	29,550 +15,957	+117%	+$411K	0.08%	269
2019 Q1	$339K	Buy	13,593 +1,461	+12%	+$33.8K	0.04%	478
2018 Q4	$251K	Buy	+12,132	New	+$279K	0.03%	518

Other funds holding CSX

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Mid Atlantic Financial Management's CSX Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its CSX Corp (CSX) stake by 0.01% in Q3 2021, buying an estimated $32 and bringing the position to 7,609 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #775.

Mid Atlantic Financial Management first reported a position in CSX in Q4 2018 and has held it in 6 quarters since. The position peaked at $762K in Q2 2019. 1,362 funds tracked by Wall St. Rank hold CSX as of Q3 2021.

Mid Atlantic Financial Management held 7,609 shares of CSX Corp worth $226K as of Q3 2021.
Mid Atlantic Financial Management bought 1 CSX Corp share in Q3 2021, an estimated $32.
CSX Corp made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #775 holding.
Mid Atlantic Financial Management first reported a position in CSX Corp in Q4 2018 and has held it in 6 quarters since.
Mid Atlantic Financial Management's CSX Corp position peaked at $762K in Q2 2019.
1,362 funds tracked by Wall St. Rank held CSX Corp as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.