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Steward Financial Group’s CSX Corp CSX Stock Holding History

Steward Financial Group’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 		$29K Sell
947
-178
-16% -$5.64K 0.01% 204
2023
Q2 		$38K Buy
+1,125
New +$35.6K 0.01% 173
2022
Q3 		– Sell
-889
Closed -$25K – 373
2022
Q2 		$25K Sell
889
-198
-18% -$6.45K 0.02% 149
2022
Q1 		$40K Buy
+1,087
New +$38.5K 0.04% 101

Other funds holding CSX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Steward Financial Group's CSX Position: Q3 2023 in Review

Steward Financial Group reduced its CSX Corp (CSX) stake by 16% in Q3 2023, selling an estimated $5.64K and leaving 947 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #204.

Steward Financial Group first reported a position in CSX in Q1 2022 and has held it in 4 quarters since. The position peaked at $40K in Q1 2022. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • Steward Financial Group held 947 shares of CSX Corp worth $29K as of Q3 2023.
  • Steward Financial Group sold 178 CSX Corp shares in Q3 2023, an estimated $5.64K.
  • CSX Corp made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #204 holding.
  • Steward Financial Group first reported a position in CSX Corp in Q1 2022 and has held it in 4 quarters since.
  • Steward Financial Group's CSX Corp position peaked at $40K in Q1 2022.
  • 1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.