Sanford Advisory Services’s CSX Corp CSX Stock Holding History

Sanford Advisory Services’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
2022 Q4	$901K	Hold	29,070	–	–	0.21%	62
2022 Q3	$774K	Hold	29,070	–	–	0.22%	52
2022 Q2	$845K	Hold	29,070	–	–	0.24%	47
2022 Q1	$1.09M	Hold	29,070	–	–	0.3%	36
2021 Q4	$1.09M	Hold	29,070	–	–	0.25%	40
2021 Q3	$865K	Hold	29,070	–	–	0.22%	43
2021 Q2	$933K	Hold	29,070	–	–	0.24%	41
2021 Q1	$934K	Hold	29,070	–	–	0.26%	38
2020 Q4	$879K	Buy	+29,070	New	+$835K	0.28%	38

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

SCP

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

CSA

Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return

Sanford Advisory Services's CSX Position: Q4 2022 in Review

Sanford Advisory Services held its CSX Corp (CSX) position steady in Q4 2022 at 29,070 shares worth $901K. The position accounts for 0.21% of the portfolio, ranked #62.

Sanford Advisory Services first reported a position in CSX in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2021. 1,515 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

Sanford Advisory Services held 29,070 shares of CSX Corp worth $901K as of Q4 2022.
Sanford Advisory Services left its CSX Corp share count unchanged in Q4 2022.
CSX Corp made up 0.21% of Sanford Advisory Services's portfolio in Q4 2022, its #62 holding.
Sanford Advisory Services first reported a position in CSX Corp in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's CSX Corp position peaked at $1.09M in Q4 2021.
1,515 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.