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Synergy Asset Management’s CSX Corp CSX Stock Holding History

Synergy Asset Management’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
-1,194
Closed -$41.2K – 219
2024
Q4 		$41.2K Buy
+1,194
New +$41K ﹤0.01% 294
2023
Q4 		– Sell
-35,673
Closed -$1.1M – 143
2023
Q3 		$1.1M Buy
+35,673
New +$1.13M 0.22% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Synergy Asset Management's CSX Position: Q1 2025 in Review

Synergy Asset Management sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 1,194 shares — an estimated $41.2K sold.

Synergy Asset Management first reported a position in CSX in Q3 2023 and held it in 2 quarters. The position peaked at $1.1M in Q3 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Synergy Asset Management reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,194 CSX Corp shares in Q1 2025, an estimated $41.2K.
  • Synergy Asset Management first reported a position in CSX Corp in Q3 2023 and held it in 2 quarters.
  • Synergy Asset Management's CSX Corp position peaked at $1.1M in Q3 2023.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.