Private Vista’s CSX Corp CSX Stock Holding History

Private Vista’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
2020 Q2	$350K	Sell	15,078 -615	-4%	-$13.6K	0.17%	80
2020 Q1	$299K	Buy	15,693 +12	+0.1%	+$280	0.11%	103
2019 Q4	$378K	Sell	15,681 -12	-0.1%	-$284	0.1%	95
2019 Q3	$362K	Buy	15,693 +2,163	+16%	+$50.4K	0.1%	100
2019 Q2	$349K	Sell	13,530 -2,022	-13%	-$52.1K	0.09%	109
2019 Q1	$388K	Sell	15,552 -1,146	-7%	-$26.5K	0.1%	105
2018 Q4	$346K	Sell	16,698 -1,710	-9%	-$39.3K	0.08%	110
2018 Q3	$443K	Buy	18,408 +294	+2%	+$7K	0.09%	94
2018 Q2	$385K	Buy	18,114 +1,011	+6%	+$20.8K	0.09%	102
2018 Q1	$317K	Buy	+17,103	New	+$320K	0.09%	98
2017 Q4	–	Sell	-16,497	Closed	-$298K	–	83
2017 Q3	$298K	Buy	16,497 +48	+0.3%	+$824	0.07%	90
2017 Q2	$297K	Buy	+16,449	New	+$282K	0.07%	73

Other funds holding CSX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Private Vista's CSX Position: Q2 2020 in Review

Private Vista reduced its CSX Corp (CSX) stake by 3.9% in Q2 2020, selling an estimated $13.6K and leaving 15,078 shares worth $350K. The position accounts for 0.17% of the portfolio, ranked #80.

Private Vista first reported a position in CSX in Q2 2017 and has held it in 12 quarters since. The position peaked at $443K in Q3 2018. 1,143 funds tracked by Wall St. Rank hold CSX as of Q2 2020.

Private Vista held 15,078 shares of CSX Corp worth $350K as of Q2 2020.
Private Vista sold 615 CSX Corp shares in Q2 2020, an estimated $13.6K.
CSX Corp made up 0.17% of Private Vista's portfolio in Q2 2020, its #80 holding.
Private Vista first reported a position in CSX Corp in Q2 2017 and has held it in 12 quarters since.
Private Vista's CSX Corp position peaked at $443K in Q3 2018.
1,143 funds tracked by Wall St. Rank held CSX Corp as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.