Pinnacle Advisory Group’s CSX Corp CSX Stock Holding History

Pinnacle Advisory 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 Q1	$562K	Buy	17,493 +10,215	+140%	+$312K	0.03%	150
2020 Q4	$220K	Buy	+7,278	New	+$209K	0.01%	176
2020 Q1	–	Sell	-10,959	Closed	-$264K	–	154
2019 Q4	$264K	Sell	10,959 -8,400	-43%	-$199K	0.02%	149
2019 Q3	$447K	Buy	19,359 +3,081	+19%	+$71.7K	0.03%	117
2019 Q2	$420K	Hold	16,278	–	–	0.03%	123
2019 Q1	$406K	Hold	16,278	–	–	0.03%	118
2018 Q4	$337K	Hold	16,278	–	–	0.03%	121
2018 Q3	$402K	Buy	16,278 +6,318	+63%	+$151K	0.03%	121
2018 Q2	$212K	Sell	9,960 -6,318	-39%	-$130K	0.01%	134
2018 Q1	$302K	Sell	16,278 -93	-0.6%	-$1.74K	0.02%	156
2017 Q4	$300K	Hold	16,371	–	–	0.02%	172
2017 Q3	$296K	Hold	16,371	–	–	0.02%	162
2017 Q2	$298K	Hold	16,371	–	–	0.02%	159
2017 Q1	$254K	Buy	+16,371	New	+$249K	0.02%	171
2015 Q1	–	Sell	-17,919	Closed	-$216K	–	146
2014 Q4	$216K	Buy	+17,919	New	+$210K	0.02%	128

Other funds holding CSX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Advisory Group's CSX Position: Q1 2021 in Review

Pinnacle Advisory Group increased its CSX Corp (CSX) stake by 140% in Q1 2021, buying an estimated $312K and bringing the position to 17,493 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #150.

Pinnacle Advisory Group first reported a position in CSX in Q4 2014 and has held it in 15 quarters since. 1,378 funds tracked by Wall St. Rank hold CSX as of Q1 2021.

Pinnacle Advisory Group held 17,493 shares of CSX Corp worth $562K as of Q1 2021.
Pinnacle Advisory Group bought 10,215 CSX Corp shares in Q1 2021, an estimated $312K.
CSX Corp made up 0.03% of Pinnacle Advisory Group's portfolio in Q1 2021, its #150 holding.
Pinnacle Advisory Group first reported a position in CSX Corp in Q4 2014 and has held it in 15 quarters since.
1,378 funds tracked by Wall St. Rank held CSX Corp as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.