Sargent Bickham Lagudis’s CSX Corp CSX Stock Holding History

Sargent Bickham Lagudis’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	$367K	Hold	11,859	–	–	0.03%	217
2022 Q3	$316K	Hold	11,859	–	–	0.03%	204
2022 Q2	$345K	Sell	11,859 -573	-5%	-$18.7K	0.03%	209
2022 Q1	$466K	Sell	12,432 -342	-3%	-$12.1K	0.04%	188
2021 Q4	$480K	Sell	12,774 -1,194	-9%	-$42.1K	0.04%	176
2021 Q3	$415K	Hold	13,968	–	–	0.03%	187
2021 Q2	$448K	Sell	13,968 -1,557	-10%	-$51.4K	0.04%	180
2021 Q1	$499K	Buy	15,525 +6	+0%	+$183	0.04%	160
2020 Q4	$469K	Buy	15,519 +5,958	+62%	+$171K	0.04%	166
2020 Q3	$248K	Hold	9,561	–	–	0.02%	190
2020 Q2	$222K	Hold	9,561	–	–	0.02%	191
2020 Q1	$183K	Hold	9,561	–	–	0.02%	201
2019 Q4	$231K	Hold	9,561	–	–	0.03%	189
2019 Q3	$221K	Buy	9,561 +600	+7%	+$14K	0.03%	180
2019 Q2	$231K	Hold	8,961	–	–	0.03%	190
2019 Q1	$223K	Sell	8,961 -1,035	-10%	-$24K	0.03%	197
2018 Q4	$207K	Buy	9,996 +858	+9%	+$19.7K	0.03%	193
2018 Q3	$226K	Sell	9,138 -1,245	-12%	-$29.7K	0.03%	200
2018 Q2	$221K	Hold	10,383	–	–	0.03%	194
2018 Q1	$193K	Buy	10,383 +3,240	+45%	+$60.5K	0.02%	210
2017 Q4	$131K	Hold	7,143	–	–	0.02%	254
2017 Q3	$129K	Hold	7,143	–	–	0.02%	255
2017 Q2	$130K	Hold	7,143	–	–	0.02%	242
2017 Q1	$111K	Sell	7,143 -321	-4%	-$4.89K	0.01%	262
2016 Q4	$89K	Hold	7,464	–	–	0.01%	269
2016 Q3	$76	Hold	7,464	–	–	0.01%	289
2016 Q2	$65K	Hold	7,464	–	–	0.01%	305
2016 Q1	$64K	Buy	+7,464	New	+$60.5K	0.01%	324

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 $259M AUM 31.6% 1-Year Est. Return

Sargent Bickham Lagudis's CSX Position: Q4 2022 in Review

Sargent Bickham Lagudis held its CSX Corp (CSX) position steady in Q4 2022 at 11,859 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #217.

Sargent Bickham Lagudis first reported a position in CSX in Q1 2016 and has held it in 28 quarters since. The position peaked at $499K in Q1 2021. 1,515 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

Sargent Bickham Lagudis held 11,859 shares of CSX Corp worth $367K as of Q4 2022.
Sargent Bickham Lagudis left its CSX Corp share count unchanged in Q4 2022.
CSX Corp made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #217 holding.
Sargent Bickham Lagudis first reported a position in CSX Corp in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's CSX Corp position peaked at $499K in Q1 2021.
1,515 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.