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Morningstar Investment Services’s CSX Corp CSX Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-12,771
Closed -$441K – 191
2024
Q3 		$441K Buy
12,771
+5,836
+84% +$198K ﹤0.01% 284
2024
Q2 		$229K Buy
6,935
+811
+13% +$27.5K ﹤0.01% 354
2024
Q1 		$226K Sell
6,124
-3,851
-39% -$141K ﹤0.01% 327
2023
Q4 		$347K Buy
+9,975
New +$318K ﹤0.01% 332
2018
Q3 		– Sell
-9,603
Closed -$204K – 203
2018
Q2 		$204K Buy
+9,603
New +$198K ﹤0.01% 198
2017
Q1 		– Sell
-292,893
Closed -$3.51M – 188
2016
Q4 		$3.51M Sell
292,893
-181,155
-38% -$2.03M 0.11% 112
2016
Q3 		$4.82M Sell
474,048
-19,350
-4% -$183K 0.14% 118
2016
Q2 		$4.31M Sell
493,398
-136,233
-22% -$1.19M 0.14% 118
2016
Q1 		$5.4M Sell
629,631
-53,667
-8% -$435K 0.19% 109
2015
Q4 		$5.91M Buy
683,298
+50,430
+8% +$458K 0.23% 99
2015
Q3 		$5.67M Buy
632,868
+265,221
+72% +$2.6M 0.24% 103
2015
Q2 		$4M Sell
367,647
-27,609
-7% -$320K 0.17% 118
2015
Q1 		$4.36M Sell
395,256
-18,804
-5% -$216K 0.19% 107
2014
Q4 		$5M Sell
414,060
-39,990
-9% -$468K 0.23% 94
2014
Q3 		$4.85M Sell
454,050
-23,895
-5% -$246K 0.25% 92
2014
Q2 		$4.91M Buy
477,945
+77,343
+19% +$753K 0.29% 86
2014
Q1 		$3.87M Buy
400,602
+191,016
+91% +$1.77M 0.26% 85
2013
Q4 		$2.01M Sell
209,586
-109,461
-34% -$981K 0.15% 117
2013
Q3 		$2.77M Buy
319,047
+197,685
+163% +$1.66M 0.24% 85
2013
Q2 		$938K Buy
+121,362
New +$995K 0.1% 137

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morningstar Investment Services's CSX Position: Q4 2024 in Review

Morningstar Investment Services sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 12,771 shares — an estimated $441K sold.

Morningstar Investment Services first reported a position in CSX in Q2 2013 and held it in 20 quarters. The position peaked at $5.91M in Q4 2015. 1,724 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Morningstar Investment Services reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 12,771 CSX Corp shares in Q4 2024, an estimated $441K.
  • Morningstar Investment Services first reported a position in CSX Corp in Q2 2013 and held it in 20 quarters.
  • Morningstar Investment Services's CSX Corp position peaked at $5.91M in Q4 2015.
  • 1,724 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.