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Omnia Family Wealth’s CSX Corp CSX Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-819
Closed -$20K – 197
2019
Q1 		$20K Buy
819
+3
+0.4% +$69 0.01% 212
2018
Q4 		$17K Buy
816
+3
+0.4% +$69 0.01% 208
2018
Q3 		$20K Hold
813
– – 0.01% 206
2018
Q2 		$17K Buy
813
+3
+0.4% +$62 0.01% 224
2018
Q1 		$15K Buy
810
+3
+0.4% +$56 0.01% 229
2017
Q4 		$15K Sell
807
-363
-31% -$6.43K 0.01% 254
2017
Q3 		$21K Buy
1,170
+3
+0.3% +$51 0.01% 201
2017
Q2 		$21K Buy
1,167
+3
+0.3% +$51 0.01% 213
2017
Q1 		$18K Buy
1,164
+3
+0.3% +$46 0.01% 217
2016
Q4 		$14K Buy
+1,161
New +$13K 0.01% 247

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Omnia Family Wealth's CSX Position: Q2 2019 in Review

Omnia Family Wealth sold out of CSX Corp (CSX) in Q2 2019, closing a stake of 819 shares — an estimated $20K sold.

Omnia Family Wealth first reported a position in CSX in Q4 2016 and held it in 10 quarters. The position peaked at $21K in Q3 2017. 1,221 funds tracked by Wall St. Rank hold CSX as of Q2 2019.

  • Omnia Family Wealth reported no remaining CSX Corp position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 819 CSX Corp shares in Q2 2019, an estimated $20K.
  • Omnia Family Wealth first reported a position in CSX Corp in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's CSX Corp position peaked at $21K in Q3 2017.
  • 1,221 funds tracked by Wall St. Rank held CSX Corp as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.