Psagot Value Holdings’s CSX Corp CSX Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-5,000	Closed	-$174K	–	234
2023 Q4	$174K	Sell	5,000 -2,450	-33%	-$78K	0.08%	176
2023 Q3	$228K	Hold	7,450	–	–	0.12%	139
2023 Q2	$252K	Hold	7,450	–	–	0.13%	139
2023 Q1	$218K	Hold	7,450	–	–	0.09%	165
2022 Q4	$231K	Hold	7,450	–	–	0.07%	170
2022 Q3	$198K	Hold	7,450	–	–	0.06%	177
2022 Q2	$216K	Buy	+7,450	New	+$243K	0.05%	182
2021 Q1	–	Sell	-5,199	Closed	-$157K	–	372
2020 Q4	$157K	Hold	5,199	–	–	﹤0.01%	261
2020 Q3	$135K	Sell	5,199 -687	-12%	-$16.9K	﹤0.01%	285
2020 Q2	$137K	Hold	5,886	–	–	﹤0.01%	260
2020 Q1	$112K	Buy	5,886 +1,986	+51%	+$46.4K	﹤0.01%	260
2019 Q4	$94K	Buy	+3,900	New	+$92.2K	﹤0.01%	333
2019 Q2	–	Sell	-4,980	Closed	-$124K	–	413
2019 Q1	$124K	Sell	4,980 -210	-4%	-$4.86K	0.01%	297
2018 Q4	$107K	Hold	5,190	–	–	﹤0.01%	300
2018 Q3	$128K	Buy	+5,190	New	+$124K	0.01%	251
2015 Q1	–	Sell	-1,593	Closed	-$19K	–	360
2014 Q4	$19K	Hold	1,593	–	–	﹤0.01%	326
2014 Q3	$17K	Hold	1,593	–	–	﹤0.01%	361
2014 Q2	$16K	Hold	1,593	–	–	﹤0.01%	373
2014 Q1	$15K	Hold	1,593	–	–	﹤0.01%	443
2013 Q4	$15K	Hold	1,593	–	–	﹤0.01%	403
2013 Q3	$14K	Hold	1,593	–	–	﹤0.01%	400
2013 Q2	$12K	Buy	+1,593	New	+$13.1K	﹤0.01%	283

Other funds holding CSX

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

SCP

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

Psagot Value Holdings's CSX Position: Q1 2024 in Review

Psagot Value Holdings sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 5,000 shares — an estimated $174K sold.

Psagot Value Holdings first reported a position in CSX in Q2 2013 and held it in 22 quarters. The position peaked at $252K in Q2 2023. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

Psagot Value Holdings reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 5,000 CSX Corp shares in Q1 2024, an estimated $174K.
Psagot Value Holdings first reported a position in CSX Corp in Q2 2013 and held it in 22 quarters.
Psagot Value Holdings's CSX Corp position peaked at $252K in Q2 2023.
1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.