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Planning Capital Management Corporation’s CSX Corp CSX Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$77.3K Buy
2,237
+316
+16% +$10.7K 0.05% 149
2024
Q2 		$64.3K Buy
1,921
+5
+0.3% +$170 0.05% 179
2024
Q1 		$71K Buy
1,916
+30
+2% +$1.09K 0.05% 160
2023
Q4 		$65.4K Buy
+1,886
New +$60.1K 0.05% 172

Other funds holding CSX

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Planning Capital Management Corporation's CSX Position: Q3 2024 in Review

Planning Capital Management Corporation increased its CSX Corp (CSX) stake by 16% in Q3 2024, buying an estimated $10.7K and bringing the position to 2,237 shares worth $77.3K. The position accounts for 0.05% of the portfolio, ranked #149.

Planning Capital Management Corporation first reported a position in CSX in Q4 2023 and has held it in 4 quarters since. 1,666 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

  • Planning Capital Management Corporation held 2,237 shares of CSX Corp worth $77.3K as of Q3 2024.
  • Planning Capital Management Corporation bought 316 CSX Corp shares in Q3 2024, an estimated $10.7K.
  • CSX Corp made up 0.05% of Planning Capital Management Corporation's portfolio in Q3 2024, its #149 holding.
  • Planning Capital Management Corporation first reported a position in CSX Corp in Q4 2023 and has held it in 4 quarters since.
  • 1,666 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.