Rikoon Group’s CSX Corp CSX Stock Holding History

Rikoon 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	$767K	Hold	23,865	–	–	0.2%	114
2020 Q4	$722K	Sell	23,865 -240	-1%	-$6.89K	0.2%	113
2020 Q3	$624K	Hold	24,105	–	–	0.19%	110
2020 Q2	$560K	Hold	24,105	–	–	0.19%	106
2020 Q1	$460K	Sell	24,105 -312	-1%	-$7.29K	0.19%	109
2019 Q4	$589K	Hold	24,417	–	–	0.2%	110
2019 Q3	$564K	Hold	24,417	–	–	0.21%	107
2019 Q2	$630K	Hold	24,417	–	–	0.23%	97
2019 Q1	$609K	Hold	24,417	–	–	0.23%	102
2018 Q4	$506K	Buy	+24,417	New	+$562K	0.21%	111
2018 Q3	–	Sell	-24,417	Closed	-$519K	–	212
2018 Q2	$519K	Hold	24,417	–	–	0.2%	113
2018 Q1	$445K	Buy	+24,417	New	+$456K	0.18%	122

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

ECU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rikoon Group's CSX Position: Q1 2021 in Review

Rikoon Group held its CSX Corp (CSX) position steady in Q1 2021 at 23,865 shares worth $767K. The position accounts for 0.2% of the portfolio, ranked #114.

Rikoon Group first reported a position in CSX in Q1 2018 and has held it in 12 quarters since. 1,378 funds tracked by Wall St. Rank hold CSX as of Q1 2021.

Rikoon Group held 23,865 shares of CSX Corp worth $767K as of Q1 2021.
Rikoon Group left its CSX Corp share count unchanged in Q1 2021.
CSX Corp made up 0.2% of Rikoon Group's portfolio in Q1 2021, its #114 holding.
Rikoon Group first reported a position in CSX Corp in Q1 2018 and has held it in 12 quarters since.
1,378 funds tracked by Wall St. Rank held CSX Corp as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.