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Oak Harvest Investment Services’s CSX Corp CSX Stock Holding History

Oak Harvest 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
2021
Q1 		– Sell
-82,806
Closed -$2.5M – 73
2020
Q4 		$2.5M Buy
+82,806
New +$2.38M 1.07% 39

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Oak Harvest Investment Services's CSX Position: Q1 2021 in Review

Oak Harvest Investment Services sold out of CSX Corp (CSX) in Q1 2021, closing a stake of 82,806 shares — an estimated $2.5M sold.

Oak Harvest Investment Services first reported a position in CSX in Q4 2020 and held it in 1 quarter. The position peaked at $2.5M in Q4 2020. 1,377 funds tracked by Wall St. Rank hold CSX as of Q1 2021.

  • Oak Harvest Investment Services reported no remaining CSX Corp position as of Q1 2021 after selling out during the quarter.
  • Oak Harvest Investment Services sold 82,806 CSX Corp shares in Q1 2021, an estimated $2.5M.
  • Oak Harvest Investment Services first reported a position in CSX Corp in Q4 2020 and held it in 1 quarter.
  • Oak Harvest Investment Services's CSX Corp position peaked at $2.5M in Q4 2020.
  • 1,377 funds tracked by Wall St. Rank held CSX Corp as of Q1 2021.

Based on Oak Harvest Investment Services's 13F filing for Q1 2021, filed 12 Apr 2021.