Surevest’s CSX Corp CSX Stock Holding History

Surevest’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
2022 Q3	$2K	Buy	85 +22	+35%	+$684	﹤0.01%	388
2022 Q2	$2K	Hold	63	–	–	﹤0.01%	410
2022 Q1	$2K	Hold	63	–	–	﹤0.01%	394
2021 Q4	$2K	Buy	+63	New	+$2.22K	﹤0.01%	400

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Surevest's CSX Position: Q3 2022 in Review

Surevest increased its CSX Corp (CSX) stake by 35% in Q3 2022, buying an estimated $684 and bringing the position to 85 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Surevest first reported a position in CSX in Q4 2021 and has held it in 4 quarters since. 1,440 funds tracked by Wall St. Rank hold CSX as of Q3 2022.

Surevest held 85 shares of CSX Corp worth $2K as of Q3 2022.
Surevest bought 22 CSX Corp shares in Q3 2022, an estimated $684.
CSX Corp made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #388 holding.
Surevest first reported a position in CSX Corp in Q4 2021 and has held it in 4 quarters since.
1,440 funds tracked by Wall St. Rank held CSX Corp as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.