Wela Strategies’s CSX Corp CSX Stock Holding History

Wela Strategies’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
2025 Q1	–	Sell	-1,027	Closed	-$433K	–	57
2024 Q4	$433K	Buy	+1,027	New	+$35.2K	0.19%	43
2024 Q1	–	Sell	-7,569	Closed	-$262K	–	52
2023 Q4	$262K	Buy	7,569 +75	+1%	+$2.39K	0.14%	44
2023 Q3	$230K	Hold	7,494	–	–	0.14%	44
2023 Q2	$256K	Hold	7,494	–	–	0.2%	39
2023 Q1	$224K	Hold	7,494	–	–	0.12%	43
2022 Q4	$232K	Buy	+7,494	New	+$225K	0.13%	43
2022 Q3	–	Sell	-7,863	Closed	-$228K	–	47
2022 Q2	$228K	Hold	7,863	–	–	0.13%	40
2022 Q1	$294K	Buy	+7,863	New	+$278K	0.15%	36

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Wela Strategies's CSX Position: Q1 2025 in Review

Wela Strategies sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 1,027 shares — an estimated $433K sold.

Wela Strategies first reported a position in CSX in Q1 2022 and held it in 8 quarters. The position peaked at $433K in Q4 2024. 1,666 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

Wela Strategies reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
Wela Strategies sold 1,027 CSX Corp shares in Q1 2025, an estimated $433K.
Wela Strategies first reported a position in CSX Corp in Q1 2022 and held it in 8 quarters.
Wela Strategies's CSX Corp position peaked at $433K in Q4 2024.
1,666 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Wela Strategies's 13F filing for Q1 2025, filed 14 Apr 2025.