Safeguard Financial’s CSX Corp CSX Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-30	Closed	-$1K	–	165
2023 Q2	$1K	Buy	+30	New	+$949	﹤0.01%	505

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

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

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

SCP

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

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

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

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

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

Safeguard Financial's CSX Position: Q3 2023 in Review

Safeguard Financial sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 30 shares — an estimated $1K sold.

Safeguard Financial first reported a position in CSX in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

Safeguard Financial reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 30 CSX Corp shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in CSX Corp in Q2 2023 and held it in 1 quarter.
Safeguard Financial's CSX Corp position peaked at $1K in Q2 2023.
1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.