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Simplicity Solutions’s CSX Corp CSX Stock Holding History

Simplicity Solutions’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
2023
Q4 		$3.12M Buy
90,050
+21,384
+31% +$681K 0.09% 211
2023
Q3 		$2.11M Sell
68,666
-17,287
-20% -$548K 0.07% 266
2023
Q2 		$2.93M Buy
85,953
+11,487
+15% +$363K 0.08% 232
2023
Q1 		$2.23M Buy
74,466
+44,092
+145% +$1.36M 0.06% 287
2022
Q4 		$941K Buy
30,374
+1,225
+4% +$36.8K 0.13% 204
2022
Q3 		$777K Sell
29,149
-2,397
-8% -$74.5K 0.11% 230
2022
Q2 		$917K Sell
31,546
-1,308
-4% -$42.6K 0.12% 200
2022
Q1 		$1.23M Sell
32,854
-32,964
-50% -$1.17M 0.15% 142
2021
Q4 		$2.47M Buy
65,818
+35,526
+117% +$1.25M 0.28% 85
2021
Q3 		$901K Buy
30,292
+3,256
+12% +$104K 0.14% 163
2021
Q2 		$867K Buy
27,036
+4,329
+19% +$143K 0.17% 131
2021
Q1 		$730K Sell
22,707
-600
-3% -$18.3K 0.16% 142
2020
Q4 		$705K Buy
23,307
+1,491
+7% +$42.8K 0.01% 626
2020
Q3 		$565K Sell
21,816
-357
-2% -$8.81K 0.01% 604
2020
Q2 		$515K Sell
22,173
-4,071
-16% -$90.1K 0.01% 629
2020
Q1 		$501K Buy
26,244
+6,543
+33% +$153K 0.02% 484
2019
Q4 		$475K Sell
19,701
-117
-0.6% -$2.77K 0.01% 553
2019
Q3 		$458K Buy
19,818
+2,712
+16% +$63.1K 0.02% 438
2019
Q2 		$441K Buy
17,106
+7,875
+85% +$203K 0.02% 385
2019
Q1 		$230K Sell
9,231
-2,445
-21% -$56.6K 0.01% 635
2018
Q4 		$243K Sell
11,676
-5,109
-30% -$118K 0.03% 515
2018
Q3 		$414K Sell
16,785
-93
-0.6% -$2.21K 0.02% 302
2018
Q2 		$359K Buy
+16,878
New +$348K 0.03% 311
2016
Q1 		– Sell
-334,698
Closed -$2.9M – 262
2015
Q4 		$2.9M Buy
+334,698
New +$3.04M 0.34% 74

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions's CSX Position: Q4 2023 in Review

Simplicity Solutions increased its CSX Corp (CSX) stake by 31% in Q4 2023, buying an estimated $681K and bringing the position to 90,050 shares worth $3.12M. The position accounts for 0.09% of the portfolio, ranked #211.

Simplicity Solutions first reported a position in CSX in Q4 2015 and has held it in 24 quarters since. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

  • Simplicity Solutions held 90,050 shares of CSX Corp worth $3.12M as of Q4 2023.
  • Simplicity Solutions bought 21,384 CSX Corp shares in Q4 2023, an estimated $681K.
  • CSX Corp made up 0.09% of Simplicity Solutions's portfolio in Q4 2023, its #211 holding.
  • Simplicity Solutions first reported a position in CSX Corp in Q4 2015 and has held it in 24 quarters since.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.