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NewFocus Financial Group’s CSX Corp CSX Stock Holding History

NewFocus Financial Group’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
2020
Q4 		$1.71M Buy
56,583
+5,484
+11% +$158K 0.5% 54
2020
Q3 		$1.32M Buy
51,099
+14,739
+41% +$364K 0.44% 55
2020
Q2 		$845K Buy
36,360
+16,800
+86% +$372K 0.3% 64
2020
Q1 		$374K Buy
19,560
+7,653
+64% +$179K 0.17% 65
2019
Q4 		$287K Buy
+11,907
New +$282K 0.11% 92

Other funds holding CSX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewFocus Financial Group's CSX Position: Q4 2020 in Review

NewFocus Financial Group increased its CSX Corp (CSX) stake by 11% in Q4 2020, buying an estimated $158K and bringing the position to 56,583 shares worth $1.71M. The position accounts for 0.5% of the portfolio, ranked #54.

NewFocus Financial Group first reported a position in CSX in Q4 2019 and has held it in 5 quarters since. 1,359 funds tracked by Wall St. Rank hold CSX as of Q4 2020.

  • NewFocus Financial Group held 56,583 shares of CSX Corp worth $1.71M as of Q4 2020.
  • NewFocus Financial Group bought 5,484 CSX Corp shares in Q4 2020, an estimated $158K.
  • CSX Corp made up 0.5% of NewFocus Financial Group's portfolio in Q4 2020, its #54 holding.
  • NewFocus Financial Group first reported a position in CSX Corp in Q4 2019 and has held it in 5 quarters since.
  • 1,359 funds tracked by Wall St. Rank held CSX Corp as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.