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Tandem Investment Advisors’s CSX Corp CSX Stock Holding History

Tandem Investment Advisors’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
Q2 		– Sell
-6,881
Closed -$206K – 76
2023
Q1 		$206K Sell
6,881
-1,139
-14% -$35K 0.01% 76
2022
Q4 		$248K Sell
8,020
-77
-1% -$2.32K 0.01% 77
2022
Q3 		$216K Sell
8,097
-1,228
-13% -$38.2K 0.01% 79
2022
Q2 		$271K Sell
9,325
-589
-6% -$19.2K 0.02% 70
2022
Q1 		$371K Sell
9,914
-1,286
-11% -$45.5K 0.02% 56
2021
Q4 		$421K Sell
11,200
-2,210
-16% -$77.9K 0.03% 60
2021
Q3 		$399K Buy
13,410
+3,708
+38% +$119K 0.03% 55
2021
Q2 		$311K Sell
9,702
-795
-8% -$26.2K 0.03% 59
2021
Q1 		$337K Sell
10,497
-1,155
-10% -$35.3K 0.03% 58
2020
Q4 		$352K Sell
11,652
-555
-5% -$15.9K 0.04% 53
2020
Q3 		$316K Sell
12,207
-75
-0.6% -$1.85K 0.04% 56
2020
Q2 		$286K Sell
12,282
-570
-4% -$12.6K 0.04% 58
2020
Q1 		$245K Sell
12,852
-1,725
-12% -$40.3K 0.04% 58
2019
Q4 		$352K Hold
14,577
– – 0.06% 53
2019
Q3 		$337K Sell
14,577
-786
-5% -$18.3K 0.06% 50
2019
Q2 		$396K Sell
15,363
-1,500
-9% -$38.6K 0.08% 48
2019
Q1 		$421K Sell
16,863
-1,629
-9% -$37.7K 0.09% 49
2018
Q4 		$383K Buy
18,492
+186
+1% +$4.28K 0.1% 51
2018
Q3 		$452K Hold
18,306
– – 0.12% 43
2018
Q2 		$389K Sell
18,306
-420
-2% -$8.65K 0.12% 44
2018
Q1 		$348K Sell
18,726
-12,615
-40% -$236K 0.11% 47
2017
Q4 		$575K Buy
+31,341
New +$555K 0.2% 42
2017
Q1 		– Sell
-334,881
Closed -$4.01M – 55
2016
Q4 		$4.01M Buy
+334,881
New +$3.75M 1.93% 27

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tandem Investment Advisors's CSX Position: Q2 2023 in Review

Tandem Investment Advisors sold out of CSX Corp (CSX) in Q2 2023, closing a stake of 6,881 shares — an estimated $206K sold.

Tandem Investment Advisors first reported a position in CSX in Q4 2016 and held it in 23 quarters. The position peaked at $4.01M in Q4 2016. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

  • Tandem Investment Advisors reported no remaining CSX Corp position as of Q2 2023 after selling out during the quarter.
  • Tandem Investment Advisors sold 6,881 CSX Corp shares in Q2 2023, an estimated $206K.
  • Tandem Investment Advisors first reported a position in CSX Corp in Q4 2016 and held it in 23 quarters.
  • Tandem Investment Advisors's CSX Corp position peaked at $4.01M in Q4 2016.
  • 1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on Tandem Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.