Northstar Wealth Partners’s CSX Corp CSX Stock Holding History

Northstar Wealth Partners’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 Q3	$621K	Sell	24,000 -1,500	-6%	-$37K	0.29%	81
2020 Q2	$592K	Buy	+25,500	New	+$564K	0.25%	95
2018 Q1	–	Sell	-16,020	Closed	-$314K	–	186
2017 Q4	$314K	Hold	16,020	–	–	0.28%	95
2017 Q3	$282K	Sell	16,020 -570	-3%	-$9.78K	0.28%	96
2017 Q2	$303K	Buy	16,590 +570	+4%	+$9.77K	0.28%	102
2017 Q1	$252K	Buy	+16,020	New	+$244K	0.23%	110

Other funds holding CSX

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northstar Wealth Partners's CSX Position: Q3 2020 in Review

Northstar Wealth Partners reduced its CSX Corp (CSX) stake by 5.9% in Q3 2020, selling an estimated $37K and leaving 24,000 shares worth $621K. The position accounts for 0.29% of the portfolio, ranked #81.

Northstar Wealth Partners first reported a position in CSX in Q1 2017 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold CSX as of Q3 2020.

Northstar Wealth Partners held 24,000 shares of CSX Corp worth $621K as of Q3 2020.
Northstar Wealth Partners sold 1,500 CSX Corp shares in Q3 2020, an estimated $37K.
CSX Corp made up 0.29% of Northstar Wealth Partners's portfolio in Q3 2020, its #81 holding.
Northstar Wealth Partners first reported a position in CSX Corp in Q1 2017 and has held it in 6 quarters since.
1,211 funds tracked by Wall St. Rank held CSX Corp as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.