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Next Financial Group’s CSX Corp CSX Stock Holding History

Next 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
2021
Q4 		$360K Buy
9,564
+1,341
+16% +$47.3K 0.02% 667
2021
Q3 		$245K Buy
8,223
+4,744
+136% +$152K 0.02% 747
2021
Q2 		$111K Buy
3,479
+230
+7% +$7.58K 0.01% 1071
2021
Q1 		$104K Sell
3,249
-1,530
-32% -$46.7K 0.01% 1012
2020
Q4 		$145K Buy
4,779
+192
+4% +$5.52K 0.01% 834
2020
Q3 		$119K Buy
+4,587
New +$113K 0.01% 789
2020
Q2 		– Sell
-6,354
Closed -$121K – 857
2020
Q1 		$121K Sell
6,354
-3,807
-37% -$88.9K 0.02% 701
2019
Q4 		$245K Buy
10,161
+1,410
+16% +$33.4K 0.03% 626
2019
Q3 		$202K Sell
8,751
-10,563
-55% -$246K 0.02% 672
2019
Q2 		$498K Buy
19,314
+5,436
+39% +$140K 0.05% 350
2019
Q1 		$346K Buy
13,878
+3,390
+32% +$78.5K 0.09% 220
2018
Q4 		$217K Buy
10,488
+6,939
+196% +$160K 0.05% 375
2018
Q3 		$88K Buy
+3,549
New +$84.5K 0.04% 392
2017
Q4 		– Sell
-20,109
Closed -$354K – 483
2017
Q3 		$354K Sell
20,109
-10,248
-34% -$176K 0.1% 209
2017
Q2 		$552K Sell
30,357
-1,929
-6% -$33K 0.14% 171
2017
Q1 		$547K Sell
32,286
-94,959
-75% -$1.45M 0.15% 149
2016
Q4 		$1.52M Buy
127,245
+86,298
+211% +$968K 0.27% 82
2016
Q3 		$416K Buy
40,947
+10,116
+33% +$95.7K 0.08% 277
2016
Q2 		$268K Buy
30,831
+1,158
+4% +$10.1K 0.09% 233
2016
Q1 		$254K Sell
29,673
-3,132
-10% -$25.4K 0.09% 230
2015
Q4 		$283K Sell
32,805
-4,389
-12% -$39.8K 0.11% 194
2015
Q3 		$333K Sell
37,194
-15
-0% -$147 0.12% 190
2015
Q2 		$404K Sell
37,209
-1,968
-5% -$22.8K 0.14% 165
2015
Q1 		$432K Sell
39,177
-243,054
-86% -$2.79M 0.14% 160
2014
Q4 		$3.41M Sell
282,231
-98,631
-26% -$1.15M 1.13% 7
2014
Q3 		$4.07M Sell
380,862
-25,314
-6% -$261K 0.81% 13
2014
Q2 		$4M Buy
+406,176
New +$3.95M 2.09% 7

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's CSX Position: Q4 2021 in Review

Next Financial Group increased its CSX Corp (CSX) stake by 16% in Q4 2021, buying an estimated $47.3K and bringing the position to 9,564 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #667.

Next Financial Group first reported a position in CSX in Q2 2014 and has held it in 27 quarters since. The position peaked at $4.07M in Q3 2014. 1,546 funds tracked by Wall St. Rank hold CSX as of Q4 2021.

  • Next Financial Group held 9,564 shares of CSX Corp worth $360K as of Q4 2021.
  • Next Financial Group bought 1,341 CSX Corp shares in Q4 2021, an estimated $47.3K.
  • CSX Corp made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #667 holding.
  • Next Financial Group first reported a position in CSX Corp in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's CSX Corp position peaked at $4.07M in Q3 2014.
  • 1,546 funds tracked by Wall St. Rank held CSX Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.