Richard Bernstein Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-37,006
| Closed | -$1.31M | – | 183 |
|
|
2025
Q3 | $1.31M | Sell |
37,006
-41,011
| -53% | -$1.4M | 0.04% | 149 |
|
|
2025
Q2 | $2.55M | Sell |
78,017
-6,962
| -8% | -$210K | 0.06% | 162 |
|
|
2025
Q1 | $2.5M | Sell |
84,979
-3,700
| -4% | -$118K | 0.06% | 177 |
|
|
2024
Q4 | $2.86M | Hold |
88,679
| – | – | 0.06% | 172 |
|
|
2024
Q3 | $3.06M | Hold |
88,679
| – | – | 0.07% | 164 |
|
|
2024
Q2 | $2.97M | Buy |
88,679
+12
| +0% | +$408 | 0.07% | 157 |
|
|
2024
Q1 | $3.29M | Hold |
88,667
| – | – | 0.07% | 132 |
|
|
2023
Q4 | $3.07M | Buy |
88,667
+73
| +0.1% | +$2.33K | 0.07% | 134 |
|
|
2023
Q3 | $2.72M | Buy |
88,594
+13,567
| +18% | +$430K | 0.06% | 152 |
|
|
2023
Q2 | $2.56M | Hold |
75,027
| – | – | 0.05% | 130 |
|
|
2023
Q1 | $2.25M | Hold |
75,027
| – | – | 0.05% | 151 |
|
|
2022
Q4 | $2.32M | Sell |
75,027
-102,360
| -58% | -$3.08M | 0.05% | 149 |
|
|
2022
Q3 | $4.72M | Sell |
177,387
-28,831
| -14% | -$896K | 0.12% | 72 |
|
|
2022
Q2 | $5.99M | Sell |
206,218
-33,373
| -14% | -$1.09M | 0.13% | 70 |
|
|
2022
Q1 | $8.97M | Sell |
239,591
-93,576
| -28% | -$3.31M | 0.18% | 61 |
|
|
2021
Q4 | $12.5M | Hold |
333,167
| – | – | 0.24% | 46 |
|
|
2021
Q3 | $9.91M | Buy |
333,167
+19,595
| +6% | +$627K | 0.2% | 46 |
|
|
2021
Q2 | $10.1M | Buy |
313,572
+24,375
| +8% | +$804K | 0.21% | 44 |
|
|
2021
Q1 | $9.29M | Buy |
289,197
+12,810
| +5% | +$391K | 0.21% | 42 |
|
|
2020
Q4 | $8.36M | Hold |
276,387
| – | – | 0.21% | 44 |
|
|
2020
Q3 | $7.16M | Hold |
276,387
| – | – | 0.2% | 47 |
|
|
2020
Q2 | $6.42M | Buy |
276,387
+245,760
| +802% | +$5.44M | 0.2% | 44 |
|
|
2020
Q1 | $584K | Hold |
30,627
| – | – | 0.02% | 179 |
|
|
2019
Q4 | $738K | Hold |
30,627
| – | – | 0.02% | 206 |
|
|
2019
Q3 | $707K | Hold |
30,627
| – | – | 0.02% | 211 |
|
|
2019
Q2 | $789K | Sell |
30,627
-229,584
| -88% | -$5.92M | 0.03% | 208 |
|
|
2019
Q1 | $6.49M | Buy |
260,211
+50,037
| +24% | +$1.16M | 0.21% | 66 |
|
|
2018
Q4 | $4.35M | Hold |
210,174
| – | – | 0.16% | 109 |
|
|
2018
Q3 | $5.19M | Hold |
210,174
| – | – | 0.15% | 123 |
|
|
2018
Q2 | $4.47M | Buy |
210,174
+9,702
| +5% | +$200K | 0.14% | 132 |
|
|
2018
Q1 | $3.72M | Buy |
200,472
+179,118
| +839% | +$3.35M | 0.13% | 162 |
|
|
2017
Q4 | $392K | Buy |
+21,354
| New | +$378K | 0.02% | 285 |
|
Other funds holding CSX
Richard Bernstein Advisors's CSX Position: Q4 2025 in Review
Richard Bernstein Advisors sold out of CSX Corp (CSX) in Q4 2025, closing a stake of 37,006 shares — an estimated $1.31M sold.
Richard Bernstein Advisors first reported a position in CSX in Q4 2017 and held it in 32 quarters. The position peaked at $12.5M in Q4 2021. 1,814 funds tracked by Wall St. Rank hold CSX as of Q4 2025.
- Richard Bernstein Advisors reported no remaining CSX Corp position as of Q4 2025 after selling out during the quarter.
- Richard Bernstein Advisors sold 37,006 CSX Corp shares in Q4 2025, an estimated $1.31M.
- Richard Bernstein Advisors first reported a position in CSX Corp in Q4 2017 and held it in 32 quarters.
- Richard Bernstein Advisors's CSX Corp position peaked at $12.5M in Q4 2021.
- 1,814 funds tracked by Wall St. Rank held CSX Corp as of Q4 2025.
Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.