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Squar Milner Financial Services’s CSX Corp CSX Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-795
Closed -$15K – 319
2020
Q1 		$15K Sell
795
-27
-3% -$630 0.01% 508
2019
Q4 		$19K Buy
+822
New +$19.4K 0.01% 525
2019
Q3 		– Sell
-588
Closed -$15K – 325
2019
Q2 		$15K Buy
588
+12
+2% +$309 0.01% 485
2019
Q1 		$14K Buy
+576
New +$13.3K 0.01% 462

Other funds holding CSX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Squar Milner Financial Services's CSX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of CSX Corp (CSX) in Q2 2020, closing a stake of 795 shares — an estimated $15K sold.

Squar Milner Financial Services first reported a position in CSX in Q1 2019 and held it in 4 quarters. The position peaked at $19K in Q4 2019. 1,144 funds tracked by Wall St. Rank hold CSX as of Q2 2020.

  • Squar Milner Financial Services reported no remaining CSX Corp position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 795 CSX Corp shares in Q2 2020, an estimated $15K.
  • Squar Milner Financial Services first reported a position in CSX Corp in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's CSX Corp position peaked at $19K in Q4 2019.
  • 1,144 funds tracked by Wall St. Rank held CSX Corp as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.