Truepoint Inc’s CSX Corp CSX Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-7,441	Closed	-$258K	–	151
2023 Q4	$258K	Sell	7,441 -3,808	-34%	-$121K	0.01%	196
2023 Q3	$346K	Buy	+11,249	New	+$356K	0.01%	140

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Truepoint Inc's CSX Position: Q1 2024 in Review

Truepoint Inc sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 7,441 shares — an estimated $258K sold.

Truepoint Inc first reported a position in CSX in Q3 2023 and held it in 2 quarters. The position peaked at $346K in Q3 2023. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

Truepoint Inc reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 7,441 CSX Corp shares in Q1 2024, an estimated $258K.
Truepoint Inc first reported a position in CSX Corp in Q3 2023 and held it in 2 quarters.
Truepoint Inc's CSX Corp position peaked at $346K in Q3 2023.
1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.