Unified Trust Company’s CSX Corp CSX Stock Holding History

Unified Trust Company’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
2021 Q3	$647K	Hold	21,750	–	–	0.19%	57
2021 Q2	$698K	Hold	21,750	–	–	0.21%	54
2021 Q1	$699K	Hold	21,750	–	–	0.23%	54
2020 Q4	$671K	Sell	21,750 -615	-3%	-$17.7K	0.39%	37
2020 Q3	$579K	Sell	22,365 -414	-2%	-$10.2K	0.41%	37
2020 Q2	$529K	Buy	22,779 +2,172	+11%	+$48K	0.4%	39
2020 Q1	$393K	Hold	20,607	–	–	0.26%	41
2019 Q4	$497K	Hold	20,607	–	–	0.31%	42
2019 Q3	$475K	Hold	20,607	–	–	0.32%	42
2019 Q2	$531K	Hold	20,607	–	–	0.37%	38
2019 Q1	$513K	Hold	20,607	–	–	0.38%	39
2018 Q4	$426K	Buy	+20,607	New	+$474K	0.39%	42

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

SCP

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

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Unified Trust Company's CSX Position: Q3 2021 in Review

Unified Trust Company held its CSX Corp (CSX) position steady in Q3 2021 at 21,750 shares worth $647K. The position accounts for 0.19% of the portfolio, ranked #57.

Unified Trust Company first reported a position in CSX in Q4 2018 and has held it in 12 quarters since. The position peaked at $699K in Q1 2021. 1,362 funds tracked by Wall St. Rank hold CSX as of Q3 2021.

Unified Trust Company held 21,750 shares of CSX Corp worth $647K as of Q3 2021.
Unified Trust Company left its CSX Corp share count unchanged in Q3 2021.
CSX Corp made up 0.19% of Unified Trust Company's portfolio in Q3 2021, its #57 holding.
Unified Trust Company first reported a position in CSX Corp in Q4 2018 and has held it in 12 quarters since.
Unified Trust Company's CSX Corp position peaked at $699K in Q1 2021.
1,362 funds tracked by Wall St. Rank held CSX Corp as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.