Unigestion Holding’s CSX Corp CSX Stock Holding History

Unigestion Holding’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 Q4	–	Sell	-19,634	Closed	-$678K	–	159
2024 Q3	$678K	Sell	19,634 -5,049	-20%	-$171K	0.03%	120
2024 Q2	$856K	Sell	24,683 -3,263	-12%	-$111K	0.05%	108
2024 Q1	$1.04M	Buy	27,946 +3,263	+13%	+$119K	0.05%	110
2023 Q4	$856K	Sell	24,683 -4,096	-14%	-$130K	0.05%	108
2023 Q3	$880K	Buy	28,779 +16,182	+128%	+$513K	0.05%	124
2023 Q2	$427K	Sell	12,597 -2,067	-14%	-$65.4K	0.02%	190
2023 Q1	$433K	Buy	+14,664	New	+$451K	0.02%	207

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Unigestion Holding's CSX Position: Q4 2024 in Review

Unigestion Holding sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 19,634 shares — an estimated $678K sold.

Unigestion Holding first reported a position in CSX in Q1 2023 and held it in 7 quarters. The position peaked at $1.04M in Q1 2024. 1,723 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

Unigestion Holding reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
Unigestion Holding sold 19,634 CSX Corp shares in Q4 2024, an estimated $678K.
Unigestion Holding first reported a position in CSX Corp in Q1 2023 and held it in 7 quarters.
Unigestion Holding's CSX Corp position peaked at $1.04M in Q1 2024.
1,723 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Unigestion Holding's 13F filing for Q4 2024, filed 13 Feb 2025.