Wellesley Investment Partners’s CSX Corp CSX Stock Holding History

Wellesley Investment 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
2020 Q3	$275K	Sell	10,629 -261	-2%	-$6.44K	0.09%	86
2020 Q2	$253K	Hold	10,890	–	–	0.09%	92
2020 Q1	$207K	Hold	10,890	–	–	0.08%	99
2019 Q4	$262K	Hold	10,890	–	–	0.08%	103
2019 Q3	$251K	Buy	10,890 +78	+0.7%	+$1.82K	0.08%	96
2019 Q2	$278K	Sell	10,812 -78	-0.7%	-$2.01K	0.1%	91
2019 Q1	$271K	Hold	10,890	–	–	0.09%	102
2018 Q4	$225K	Hold	10,890	–	–	0.08%	115
2018 Q3	$268K	Hold	10,890	–	–	0.09%	114
2018 Q2	$231K	Buy	+10,890	New	+$224K	0.08%	123

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

Wellesley Investment Partners's CSX Position: Q3 2020 in Review

Wellesley Investment Partners reduced its CSX Corp (CSX) stake by 2.4% in Q3 2020, selling an estimated $6.44K and leaving 10,629 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #86.

Wellesley Investment Partners first reported a position in CSX in Q2 2018 and has held it in 10 quarters since. The position peaked at $278K in Q2 2019. 1,210 funds tracked by Wall St. Rank hold CSX as of Q3 2020.

Wellesley Investment Partners held 10,629 shares of CSX Corp worth $275K as of Q3 2020.
Wellesley Investment Partners sold 261 CSX Corp shares in Q3 2020, an estimated $6.44K.
CSX Corp made up 0.09% of Wellesley Investment Partners's portfolio in Q3 2020, its #86 holding.
Wellesley Investment Partners first reported a position in CSX Corp in Q2 2018 and has held it in 10 quarters since.
Wellesley Investment Partners's CSX Corp position peaked at $278K in Q2 2019.
1,210 funds tracked by Wall St. Rank held CSX Corp as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.