Security National Trust’s CSX Corp CSX Stock Holding History

Security National Trust’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
2021 Q3	$423K	Hold	13,200	–	–	0.1%	116
2021 Q2	$423K	Buy	13,200 +6,000	+83%	+$198K	0.09%	120
2021 Q1	$231K	Hold	7,200	–	–	0.05%	153
2020 Q4	$218K	Hold	7,200	–	–	0.05%	155
2020 Q3	$186K	Hold	7,200	–	–	0.05%	160
2020 Q2	$167K	Hold	7,200	–	–	0.05%	165
2020 Q1	$137K	Hold	7,200	–	–	0.05%	165
2019 Q4	$174K	Hold	7,200	–	–	0.05%	169
2019 Q3	$166K	Hold	7,200	–	–	0.05%	166
2019 Q2	$186K	Hold	7,200	–	–	0.06%	160
2019 Q1	$180K	Hold	7,200	–	–	0.06%	161
2018 Q4	$149K	Hold	7,200	–	–	0.06%	167
2018 Q3	$178K	Hold	7,200	–	–	0.06%	172
2018 Q2	$153K	Hold	7,200	–	–	0.05%	182
2018 Q1	$134K	Hold	7,200	–	–	0.04%	189
2017 Q4	$132K	Hold	7,200	–	–	0.04%	193
2017 Q3	$130K	Hold	7,200	–	–	0.04%	201
2017 Q2	$131K	Hold	7,200	–	–	0.04%	208
2017 Q1	$112K	Hold	7,200	–	–	0.04%	221
2016 Q4	$86K	Hold	7,200	–	–	0.03%	233
2016 Q3	$73K	Hold	7,200	–	–	0.03%	244
2016 Q2	$63K	Buy	+7,200	New	+$62.7K	0.02%	248
2015 Q1	–	Sell	-2,310	Closed	-$28K	–	481
2014 Q4	$28K	Buy	2,310 +405	+21%	+$4.74K	0.01%	321
2014 Q3	$20K	Buy	1,905 +930	+95%	+$9.59K	0.01%	348
2014 Q2	$10K	Hold	975	–	–	﹤0.01%	415
2014 Q1	$10K	Sell	975 -363	-27%	-$3.37K	﹤0.01%	408
2013 Q4	$13K	Hold	1,338	–	–	0.01%	380
2013 Q3	$11K	Buy	1,338 +375	+39%	+$3.15K	﹤0.01%	384
2013 Q2	$7K	Buy	+963	New	+$7.89K	﹤0.01%	407

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Security National Trust's CSX Position: Q3 2021 in Review

Security National Trust held its CSX Corp (CSX) position steady in Q3 2021 at 13,200 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #116.

Security National Trust first reported a position in CSX in Q2 2013 and has held it in 29 quarters since. 1,363 funds tracked by Wall St. Rank hold CSX as of Q3 2021.

Security National Trust held 13,200 shares of CSX Corp worth $423K as of Q3 2021.
Security National Trust left its CSX Corp share count unchanged in Q3 2021.
CSX Corp made up 0.1% of Security National Trust's portfolio in Q3 2021, its #116 holding.
Security National Trust first reported a position in CSX Corp in Q2 2013 and has held it in 29 quarters since.
1,363 funds tracked by Wall St. Rank held CSX Corp as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.