Summit Global Investments’s CSX Corp CSX Stock Holding History

Summit Global Investments’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
2025 Q1	–	Sell	-10,867	Closed	-$351K	–	467
2024 Q4	$351K	Sell	10,867 -58,004	-84%	-$1.99M	0.02%	424
2024 Q3	$2.38M	Buy	68,871 +30,094	+78%	+$1.02M	0.15%	119
2024 Q2	$1.3M	Buy	38,777 +30,733	+382%	+$1.04M	0.09%	188
2024 Q1	$277K	Sell	8,044 -8,209	-51%	-$300K	0.02%	417
2023 Q4	$563K	Buy	16,253 +6,658	+69%	+$212K	0.04%	323
2023 Q3	$317K	Hold	9,595	–	–	0.02%	417
2023 Q2	$323K	Buy	+9,595	New	+$304K	0.02%	408
2022 Q2	–	Sell	-10,873	Closed	-$407K	–	478
2022 Q1	$407K	Buy	10,873 +4	+0%	+$141	0.03%	369
2021 Q4	$409K	Hold	10,869	–	–	0.03%	401
2021 Q3	$323K	Hold	10,869	–	–	0.02%	385
2021 Q2	$349K	Hold	10,869	–	–	0.02%	427
2021 Q1	$349K	Buy	+10,869	New	+$332K	0.02%	432
2020 Q2	–	Sell	-64,311	Closed	-$1.23M	–	242
2020 Q1	$1.23M	Buy	+64,311	New	+$1.5M	0.18%	79

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Summit Global Investments's CSX Position: Q1 2025 in Review

Summit Global Investments sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 10,867 shares — an estimated $351K sold.

Summit Global Investments first reported a position in CSX in Q1 2020 and held it in 13 quarters. The position peaked at $2.38M in Q3 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

Summit Global Investments reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
Summit Global Investments sold 10,867 CSX Corp shares in Q1 2025, an estimated $351K.
Summit Global Investments first reported a position in CSX Corp in Q1 2020 and held it in 13 quarters.
Summit Global Investments's CSX Corp position peaked at $2.38M in Q3 2024.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.