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Ovata Capital Management’s CSX Corp CSX Stock Holding History

Ovata Capital Management’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 		– Sell
-1,646
Closed -$49K – 53
2021
Q3 		$49K Buy
+1,646
New +$52.7K 0.02% 42

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

Ovata Capital Management's CSX Position: Q4 2021 in Review

Ovata Capital Management sold out of CSX Corp (CSX) in Q4 2021, closing a stake of 1,646 shares — an estimated $49K sold.

Ovata Capital Management first reported a position in CSX in Q3 2021 and held it in 1 quarter. The position peaked at $49K in Q3 2021. 1,546 funds tracked by Wall St. Rank hold CSX as of Q4 2021.

  • Ovata Capital Management reported no remaining CSX Corp position as of Q4 2021 after selling out during the quarter.
  • Ovata Capital Management sold 1,646 CSX Corp shares in Q4 2021, an estimated $49K.
  • Ovata Capital Management first reported a position in CSX Corp in Q3 2021 and held it in 1 quarter.
  • Ovata Capital Management's CSX Corp position peaked at $49K in Q3 2021.
  • 1,546 funds tracked by Wall St. Rank held CSX Corp as of Q4 2021.

Based on Ovata Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.