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Westover Capital Advisors’s CSX Corp CSX Stock Holding History

Westover Capital Advisors’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
-6,000
Closed -$207K – 243
2024
Q3 		$207K Hold
6,000
– – 0.04% 238
2024
Q2 		$201K Hold
6,000
– – 0.05% 210
2024
Q1 		$222K Sell
6,000
-510
-8% -$18.6K 0.07% 169
2023
Q4 		$226K Sell
6,510
-1,604
-20% -$51.1K 0.07% 164
2023
Q3 		$250K Sell
8,114
-510
-6% -$16.2K 0.09% 155
2023
Q2 		$294K Buy
+8,624
New +$273K 0.1% 141
2020
Q1 		– Sell
-22,194
Closed -$535K – 117
2019
Q4 		$535K Sell
22,194
-162
-0.7% -$3.83K 0.24% 85
2019
Q3 		$516K Buy
22,356
+7,212
+48% +$168K 0.24% 81
2019
Q2 		$391K Buy
+15,144
New +$390K 0.19% 90
2018
Q1 		– Sell
-16,638
Closed -$305K – 109
2017
Q4 		$305K Buy
+16,638
New +$295K 0.17% 101
2015
Q2 		– Sell
-79,374
Closed -$876K – 93
2015
Q1 		$876K Buy
79,374
+552
+0.7% +$6.35K 0.71% 44
2014
Q4 		$952K Sell
78,822
-918
-1% -$10.7K 0.82% 42
2014
Q3 		$852K Sell
79,740
-240
-0.3% -$2.48K 0.69% 46
2014
Q2 		$821K Buy
79,980
+11,931
+18% +$116K 0.69% 50
2014
Q1 		$657K Hold
68,049
– – 0.61% 49
2013
Q4 		$653K Sell
68,049
-426
-0.6% -$3.82K 0.62% 45
2013
Q3 		$588K Buy
68,475
+30,780
+82% +$258K 0.61% 48
2013
Q2 		$291K Buy
+37,695
New +$309K 0.29% 63

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westover Capital Advisors's CSX Position: Q4 2024 in Review

Westover Capital Advisors sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 6,000 shares — an estimated $207K sold.

Westover Capital Advisors first reported a position in CSX in Q2 2013 and held it in 18 quarters. The position peaked at $952K in Q4 2014. 1,723 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Westover Capital Advisors reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 6,000 CSX Corp shares in Q4 2024, an estimated $207K.
  • Westover Capital Advisors first reported a position in CSX Corp in Q2 2013 and held it in 18 quarters.
  • Westover Capital Advisors's CSX Corp position peaked at $952K in Q4 2014.
  • 1,723 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Westover Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.