Stamos Capital Partners’s CSX Corp CSX Stock Holding History

Stamos Capital Partners’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 Q1	–	Sell	-14,040	Closed	-$435K	–	109
2022 Q4	$435K	Sell	14,040 -41,740	-75%	-$1.26M	0.14%	119
2022 Q3	$1.49M	Buy	55,780 +18,100	+48%	+$563K	0.38%	62
2022 Q2	$1.09M	Buy	37,680 +14,280	+61%	+$465K	0.33%	59
2022 Q1	$876K	Buy	+23,400	New	+$828K	0.29%	67
2020 Q2	–	Sell	-25,566	Closed	-$488K	–	70
2020 Q1	$488K	Buy	+25,566	New	+$597K	0.26%	74

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Stamos Capital Partners's CSX Position: Q1 2023 in Review

Stamos Capital Partners sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 14,040 shares — an estimated $435K sold.

Stamos Capital Partners first reported a position in CSX in Q1 2020 and held it in 5 quarters. The position peaked at $1.49M in Q3 2022. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

Stamos Capital Partners reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
Stamos Capital Partners sold 14,040 CSX Corp shares in Q1 2023, an estimated $435K.
Stamos Capital Partners first reported a position in CSX Corp in Q1 2020 and held it in 5 quarters.
Stamos Capital Partners's CSX Corp position peaked at $1.49M in Q3 2022.
1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Stamos Capital Partners's 13F filing for Q1 2023, filed 12 May 2023.