TrueWealth LLC’s CSX Corp CSX Stock Holding History

TrueWealth LLC’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
2020 Q2	$696K	Buy	29,955 +12	+0%	+$265	0.29%	56
2020 Q1	$572K	Buy	29,943 +15	+0.1%	+$350	0.28%	61
2019 Q4	$722K	Buy	29,928 +105	+0.4%	+$2.48K	0.29%	54
2019 Q3	$689K	Buy	29,823 +9	+0%	+$210	0.3%	54
2019 Q2	$769K	Sell	29,814 -747	-2%	-$19.2K	0.34%	42
2019 Q1	$762K	Hold	30,561	–	–	0.35%	42
2018 Q4	$633K	Sell	30,561 -18	-0.1%	-$414	0.32%	48
2018 Q3	$755K	Buy	30,579 +26,400	+632%	+$629K	0.35%	40
2018 Q2	$89K	Hold	4,179	–	–	0.04%	209
2018 Q1	$78K	Sell	4,179 -18,156	-81%	-$339K	0.04%	219
2017 Q4	$410K	Buy	+22,335	New	+$396K	0.19%	81

Other funds holding CSX

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

SCP

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

TrueWealth LLC's CSX Position: Q2 2020 in Review

TrueWealth LLC increased its CSX Corp (CSX) stake by 0.04% in Q2 2020, buying an estimated $265 and bringing the position to 29,955 shares worth $696K. The position accounts for 0.29% of the portfolio, ranked #56.

TrueWealth LLC first reported a position in CSX in Q4 2017 and has held it in 11 quarters since. The position peaked at $769K in Q2 2019. 1,144 funds tracked by Wall St. Rank hold CSX as of Q2 2020.

TrueWealth LLC held 29,955 shares of CSX Corp worth $696K as of Q2 2020.
TrueWealth LLC bought 12 CSX Corp shares in Q2 2020, an estimated $265.
CSX Corp made up 0.29% of TrueWealth LLC's portfolio in Q2 2020, its #56 holding.
TrueWealth LLC first reported a position in CSX Corp in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's CSX Corp position peaked at $769K in Q2 2019.
1,144 funds tracked by Wall St. Rank held CSX Corp as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.