Sierra Summit Advisors’s CSX Corp CSX Stock Holding History

Sierra Summit 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 Q4	–	Sell	-188,959	Closed	-$6.52M	–	156
2024 Q3	$6.52M	Buy	+188,959	New	+$6.41M	1.5%	29

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sierra Summit Advisors's CSX Position: Q4 2024 in Review

Sierra Summit Advisors sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 188,959 shares — an estimated $6.52M sold.

Sierra Summit Advisors first reported a position in CSX in Q3 2024 and held it in 1 quarter. The position peaked at $6.52M in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

Sierra Summit Advisors reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
Sierra Summit Advisors sold 188,959 CSX Corp shares in Q4 2024, an estimated $6.52M.
Sierra Summit Advisors first reported a position in CSX Corp in Q3 2024 and held it in 1 quarter.
Sierra Summit Advisors's CSX Corp position peaked at $6.52M in Q3 2024.
1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Sierra Summit Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.