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Tilia Fiduciary Partners’s CSX Corp CSX Stock Holding History

Tilia Fiduciary Partners’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
Q3 		– Sell
-4,684
Closed -$160K – 182
2023
Q2 		$160K Sell
4,684
-175
-4% -$5.54K 0.14% 101
2023
Q1 		$145K Buy
4,859
+42
+0.9% +$1.29K 0.14% 112
2022
Q4 		$149K Buy
4,817
+2
+0% +$60 0.14% 114
2022
Q3 		$128K Buy
4,815
+3
+0.1% +$93 0.13% 117
2022
Q2 		$137K Buy
4,812
+607
+14% +$19.8K 0.13% 113
2022
Q1 		$157K Buy
4,205
+309
+8% +$10.9K 0.13% 119
2021
Q4 		$146K Buy
+3,896
New +$137K 0.12% 126

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Tilia Fiduciary Partners's CSX Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 4,684 shares — an estimated $160K sold.

Tilia Fiduciary Partners first reported a position in CSX in Q4 2021 and held it in 7 quarters. The position peaked at $160K in Q2 2023. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 4,684 CSX Corp shares in Q3 2023, an estimated $160K.
  • Tilia Fiduciary Partners first reported a position in CSX Corp in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's CSX Corp position peaked at $160K in Q2 2023.
  • 1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.