SpiderRock Advisors’s CSX Corp CSX Stock Holding History

SpiderRock 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 Q3	$3.47M	Sell	100,600 -3,900	-4%	-$132K	0.06%	220
2024 Q2	$3.5M	Hold	104,500	–	–	0.07%	190
2024 Q1	$3.9M	Buy	+104,500	New	+$3.81M	0.1%	165
2023 Q4	–	Hold	0	–	–	–	51
2023 Q3	–	Hold	0	–	–	–	39
2023 Q2	–	Hold	0	–	–	–	36
2022 Q3	–	Hold	0	–	-$300K	–	163
2022 Q2	–	Hold	0	–	–	–	106
2022 Q1	–	Hold	0	–	–	–	101
2021 Q4	–	Hold	0	–	–	–	103
2021 Q3	–	Hold	0	–	–	–	91
2021 Q2	–	Hold	0	–	–	–	94
2021 Q1	–	Hold	0	–	–	–	96
2020 Q4	–	Hold	0	–	–	–	100
2020 Q3	–	Hold	0	–	–	–	105
2020 Q2	–	Hold	0	–	–	–	97
2020 Q1	–	Hold	0	–	–	–	76
2019 Q4	–	Hold	0	–	–	–	55
2019 Q3	–	Hold	0	–	–	–	39
2019 Q2	–	Hold	0	–	–	–	64
2017 Q2	–	Hold	0	–	-$1K	–	931
2017 Q1	–	Hold	0	–	–	–	1196

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SpiderRock Advisors's CSX Position: Q3 2024 in Review

SpiderRock Advisors reduced its CSX Corp (CSX) stake by 2.4% in Q3 2024, selling an estimated $108K and leaving 130,175 shares worth $4.49M. The position accounts for 0.07% of the portfolio, ranked #183.

SpiderRock Advisors first reported a position in CSX in Q1 2024 and has held it in 3 quarters since. The position peaked at $4.69M in Q1 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

SpiderRock Advisors held 130,175 shares of CSX Corp worth $4.49M as of Q3 2024.
SpiderRock Advisors sold 3,187 CSX Corp shares in Q3 2024, an estimated $108K.
CSX Corp made up 0.07% of SpiderRock Advisors's portfolio in Q3 2024, its #183 holding.
SpiderRock Advisors first reported a position in CSX Corp in Q1 2024 and has held it in 3 quarters since.
SpiderRock Advisors's CSX Corp position peaked at $4.69M in Q1 2024.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.