Stokes Family Office’s CSX Corp CSX Stock Holding History

Stokes Family Office’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 Q4	–	Sell	-8,988	Closed	-$276K	–	245
2023 Q3	$276K	Sell	8,988 -827	-8%	-$26.2K	0.03%	257
2023 Q2	$335K	Buy	9,815 +432	+5%	+$13.7K	0.04%	224
2023 Q1	$281K	Buy	9,383 +300	+3%	+$9.22K	0.04%	232
2022 Q4	$281K	Buy	9,083 +923	+11%	+$27.8K	0.04%	227
2022 Q3	$217K	Buy	+8,160	New	+$254K	0.03%	247
2022 Q2	–	Sell	-6,132	Closed	-$230K	–	277
2022 Q1	$230K	Buy	+6,132	New	+$217K	0.03%	232

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Stokes Family Office's CSX Position: Q4 2023 in Review

Stokes Family Office sold out of CSX Corp (CSX) in Q4 2023, closing a stake of 8,988 shares — an estimated $276K sold.

Stokes Family Office first reported a position in CSX in Q1 2022 and held it in 6 quarters. The position peaked at $335K in Q2 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

Stokes Family Office reported no remaining CSX Corp position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 8,988 CSX Corp shares in Q4 2023, an estimated $276K.
Stokes Family Office first reported a position in CSX Corp in Q1 2022 and held it in 6 quarters.
Stokes Family Office's CSX Corp position peaked at $335K in Q2 2023.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.