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Welch Capital Partners’s CSX Corp CSX Stock Holding History

Welch Capital Partners’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
2023
Q1 		– Sell
-8,275
Closed -$256K – 20
2022
Q4 		$256K Buy
+8,275
New +$249K 0.08% 26
2022
Q3 		– Sell
-7,275
Closed -$211K – 32
2022
Q2 		$211K Hold
7,275
– – 0.06% 31
2022
Q1 		$272K Hold
7,275
– – 0.07% 31
2021
Q4 		$274K Buy
+7,275
New +$257K 0.06% 33

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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SCP
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Welch Capital Partners's CSX Position: Q1 2023 in Review

Welch Capital Partners sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 8,275 shares — an estimated $256K sold.

Welch Capital Partners first reported a position in CSX in Q4 2021 and held it in 4 quarters. The position peaked at $274K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

  • Welch Capital Partners reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
  • Welch Capital Partners sold 8,275 CSX Corp shares in Q1 2023, an estimated $256K.
  • Welch Capital Partners first reported a position in CSX Corp in Q4 2021 and held it in 4 quarters.
  • Welch Capital Partners's CSX Corp position peaked at $274K in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Welch Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.