Stelac Advisory Services’s CSX Corp CSX Stock Holding History

Stelac Advisory 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
2023 Q3	–	Sell	-8,500	Closed	-$290K	–	121
2023 Q2	$290K	Sell	8,500 -151	-2%	-$4.78K	0.13%	116
2023 Q1	$259K	Hold	8,651	–	–	0.11%	116
2022 Q4	$268K	Hold	8,651	–	–	0.12%	119
2022 Q3	$230K	Hold	8,651	–	–	0.1%	126
2022 Q2	$251K	Buy	8,651 +5,422	+168%	+$177K	0.1%	129
2022 Q1	$121K	Sell	3,229 -6,215	-66%	-$220K	0.04%	156
2021 Q4	$355K	Buy	9,444 +583	+7%	+$20.6K	0.1%	118
2021 Q3	$264K	Buy	8,861 +2,690	+44%	+$86.1K	0.07%	171
2021 Q2	$198K	Buy	+6,171	New	+$204K	0.05%	211

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 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

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

Stelac Advisory Services's CSX Position: Q3 2023 in Review

Stelac Advisory Services sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 8,500 shares — an estimated $290K sold.

Stelac Advisory Services first reported a position in CSX in Q2 2021 and held it in 9 quarters. The position peaked at $355K in Q4 2021. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

Stelac Advisory Services reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 8,500 CSX Corp shares in Q3 2023, an estimated $290K.
Stelac Advisory Services first reported a position in CSX Corp in Q2 2021 and held it in 9 quarters.
Stelac Advisory Services's CSX Corp position peaked at $355K in Q4 2021.
1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.