RIM
CSX icon

Rockbridge Investment Management’s CSX Corp CSX Stock Holding History

Rockbridge Investment Management’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
Q4 		– Sell
-5,934
Closed -$205K – 134
2024
Q3 		$205K Buy
+5,934
New +$201K 0.03% 127
2024
Q1 		– Sell
-3,018
Closed -$105K – 223
2023
Q4 		$105K Buy
+3,018
New +$96.1K 0.02% 173
2022
Q2 		– Sell
-600
Closed -$21.3K – 677
2022
Q1 		$21.3K Hold
600
– – ﹤0.01% 409
2021
Q4 		$23K Hold
600
– – ﹤0.01% 463
2021
Q3 		$18K Hold
600
– – ﹤0.01% 457
2021
Q2 		$19K Hold
600
– – ﹤0.01% 446
2021
Q1 		$19K Hold
600
– – ﹤0.01% 430
2020
Q4 		$18K Hold
600
– – ﹤0.01% 424
2020
Q3 		$16K Hold
600
– – ﹤0.01% 416
2020
Q2 		$14K Buy
+600
New +$13.3K ﹤0.01% 386

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rockbridge Investment Management's CSX Position: Q4 2024 in Review

Rockbridge Investment Management sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 5,934 shares — an estimated $205K sold.

Rockbridge Investment Management first reported a position in CSX in Q2 2020 and held it in 10 quarters. The position peaked at $205K in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Rockbridge Investment Management reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 5,934 CSX Corp shares in Q4 2024, an estimated $205K.
  • Rockbridge Investment Management first reported a position in CSX Corp in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's CSX Corp position peaked at $205K in Q3 2024.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Rockbridge Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.