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Trillium Asset Management’s CSX Corp CSX Stock Holding History

Trillium 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
2023
Q1 		– Sell
-9,838
Closed -$305K – 223
2022
Q4 		$305K Buy
+9,838
New +$296K 0.01% 213

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Trillium Asset Management's CSX Position: Q1 2023 in Review

Trillium Asset Management sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 9,838 shares — an estimated $305K sold.

Trillium Asset Management first reported a position in CSX in Q4 2022 and held it in 1 quarter. The position peaked at $305K in Q4 2022. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

  • Trillium Asset Management reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
  • Trillium Asset Management sold 9,838 CSX Corp shares in Q1 2023, an estimated $305K.
  • Trillium Asset Management first reported a position in CSX Corp in Q4 2022 and held it in 1 quarter.
  • Trillium Asset Management's CSX Corp position peaked at $305K in Q4 2022.
  • 1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Trillium Asset Management's 13F filing for Q1 2023, filed 9 May 2023.