Schechter Investment Advisors’s CSX Corp CSX Stock Holding History

Schechter Investment Advisors’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 Q1	–	Sell	-9,884	Closed	-$343K	–	672
2023 Q4	$343K	Sell	9,884 -2	-0%	-$64	0.03%	434
2023 Q3	$304K	Buy	9,886 +89	+0.9%	+$2.82K	0.03%	444
2023 Q2	$334K	Sell	9,797 -1,050	-10%	-$33.2K	0.03%	468
2023 Q1	$325K	Buy	10,847 +660	+6%	+$20.3K	0.03%	508
2022 Q4	$316K	Sell	10,187 -2,412	-19%	-$72.5K	0.03%	617
2022 Q3	$336K	Buy	12,599 +5,356	+74%	+$166K	0.03%	653
2022 Q2	$210K	Sell	7,243 -3,248	-31%	-$106K	0.02%	830
2022 Q1	$393K	Buy	10,491 +3,390	+48%	+$120K	0.04%	610
2021 Q4	$267K	Buy	+7,101	New	+$250K	0.02%	712

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

SCP

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

Schechter Investment Advisors's CSX Position: Q1 2024 in Review

Schechter Investment Advisors sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 9,884 shares — an estimated $343K sold.

Schechter Investment Advisors first reported a position in CSX in Q4 2021 and held it in 9 quarters. The position peaked at $393K in Q1 2022. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

Schechter Investment Advisors reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
Schechter Investment Advisors sold 9,884 CSX Corp shares in Q1 2024, an estimated $343K.
Schechter Investment Advisors first reported a position in CSX Corp in Q4 2021 and held it in 9 quarters.
Schechter Investment Advisors's CSX Corp position peaked at $393K in Q1 2022.
1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Schechter Investment Advisors's 13F filing for Q1 2024, filed 6 May 2024.