SFP
CSX icon

Sterling Financial Planning’s CSX Corp CSX Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-1,125
Closed -$33K – 165
2021
Q3 		$33K Buy
1,125
+975
+650% +$31.2K 0.02% 222
2021
Q2 		$5K Hold
150
– – ﹤0.01% 341
2021
Q1 		$5K Hold
150
– – ﹤0.01% 313
2020
Q4 		$5K Buy
+150
New +$4.31K ﹤0.01% 296

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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Planning's CSX Position: Q4 2021 in Review

Sterling Financial Planning sold out of CSX Corp (CSX) in Q4 2021, closing a stake of 1,125 shares — an estimated $33K sold.

Sterling Financial Planning first reported a position in CSX in Q4 2020 and held it in 4 quarters. The position peaked at $33K in Q3 2021. 1,546 funds tracked by Wall St. Rank hold CSX as of Q4 2021.

  • Sterling Financial Planning reported no remaining CSX Corp position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,125 CSX Corp shares in Q4 2021, an estimated $33K.
  • Sterling Financial Planning first reported a position in CSX Corp in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's CSX Corp position peaked at $33K in Q3 2021.
  • 1,546 funds tracked by Wall St. Rank held CSX Corp as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.