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Newfound Research’s CSX Corp CSX Stock Holding History

Newfound Research’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 		$75K Sell
2,834
-307
-10% -$9.54K 0.18% 75
2022
Q2 		$91K Sell
3,141
-313
-9% -$10.2K 0.19% 56
2022
Q1 		$129K Buy
+3,454
New +$122K 0.17% 66

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Newfound Research's CSX Position: Q3 2022 in Review

Newfound Research reduced its CSX Corp (CSX) stake by 9.8% in Q3 2022, selling an estimated $9.54K and leaving 2,834 shares worth $75K. The position accounts for 0.18% of the portfolio, ranked #75.

Newfound Research first reported a position in CSX in Q1 2022 and has held it in 3 quarters since. The position peaked at $129K in Q1 2022. 1,440 funds tracked by Wall St. Rank hold CSX as of Q3 2022.

  • Newfound Research held 2,834 shares of CSX Corp worth $75K as of Q3 2022.
  • Newfound Research sold 307 CSX Corp shares in Q3 2022, an estimated $9.54K.
  • CSX Corp made up 0.18% of Newfound Research's portfolio in Q3 2022, its #75 holding.
  • Newfound Research first reported a position in CSX Corp in Q1 2022 and has held it in 3 quarters since.
  • Newfound Research's CSX Corp position peaked at $129K in Q1 2022.
  • 1,440 funds tracked by Wall St. Rank held CSX Corp as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.