The Family Firm’s CSX Corp CSX Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-4,803	Closed	-$161K	–	342
2024 Q2	$161K	Buy	+4,803	New	+$163K	0.04%	226

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

The Family Firm's CSX Position: Q3 2024 in Review

The Family Firm sold out of CSX Corp (CSX) in Q3 2024, closing a stake of 4,803 shares — an estimated $161K sold.

The Family Firm first reported a position in CSX in Q2 2024 and held it in 1 quarter. The position peaked at $161K in Q2 2024. 1,666 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

The Family Firm reported no remaining CSX Corp position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 4,803 CSX Corp shares in Q3 2024, an estimated $161K.
The Family Firm first reported a position in CSX Corp in Q2 2024 and held it in 1 quarter.
The Family Firm's CSX Corp position peaked at $161K in Q2 2024.
1,666 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.