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Winslow Evans & Crocker’s CSX Corp CSX Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.72M Sell
56,904
-1,290
-2% -$37.1K 0.33% 68
2020
Q3 		$1.51M Hold
58,194
– – 0.37% 56
2020
Q2 		$1.35M Sell
58,194
-20,250
-26% -$448K 0.36% 61
2020
Q1 		$1.5M Sell
78,444
-3,468
-4% -$81K 0.49% 47
2019
Q4 		$1.98M Hold
81,912
– – 0.5% 43
2019
Q3 		$1.89M Sell
81,912
-108
-0.1% -$2.51K 0.53% 43
2019
Q2 		$2.12M Sell
82,020
-300
-0.4% -$7.73K 0.59% 38
2019
Q1 		$2.05M Hold
82,320
– – 0.58% 40
2018
Q4 		$1.71M Sell
82,320
-4,380
-5% -$101K 0.57% 39
2018
Q3 		$2.14M Hold
86,700
– – 0.65% 33
2018
Q2 		$1.85M Buy
86,700
+330
+0.4% +$6.8K 0.58% 38
2018
Q1 		$1.6M Buy
86,370
+648
+0.8% +$12.1K 0.52% 46
2017
Q4 		$1.57M Buy
85,722
+258
+0.3% +$4.57K 0.51% 48
2017
Q3 		$1.55M Sell
85,464
-38,697
-31% -$664K 0.51% 50
2017
Q2 		$2.25M Buy
124,161
+30,819
+33% +$528K 0.62% 36
2017
Q1 		$1.45M Sell
93,342
-798
-0.8% -$12.2K 0.45% 50
2016
Q4 		$1.13M Buy
94,140
+528
+0.6% +$5.92K 0.35% 63
2016
Q3 		$952K Sell
93,612
-330
-0.4% -$3.12K 0.27% 84
2016
Q2 		$817K Hold
93,942
– – 0.24% 97
2016
Q1 		$806K Sell
93,942
-5,700
-6% -$46.2K 0.24% 96
2015
Q4 		$862K Sell
99,642
-3,528
-3% -$32K 0.25% 92
2015
Q3 		$925K Hold
103,170
– – 0.29% 75
2015
Q2 		$1.12M Sell
103,170
-2,568
-2% -$29.8K 0.32% 68
2015
Q1 		$1.17M Sell
105,738
-1,530
-1% -$17.6K 0.33% 65
2014
Q4 		$1.3M Sell
107,268
-5,700
-5% -$66.7K 0.37% 64
2014
Q3 		$1.21M Buy
112,968
+6,144
+6% +$63.4K 0.35% 67
2014
Q2 		$1.1M Sell
106,824
-2,685
-2% -$26.1K 0.36% 71
2014
Q1 		$1.06M Sell
109,509
-20,718
-16% -$192K 0.36% 63
2013
Q4 		$1.25M Buy
+130,227
New +$1.17M 0.43% 53

Other funds holding CSX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's CSX Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its CSX Corp (CSX) stake by 2.2% in Q4 2020, selling an estimated $37.1K and leaving 56,904 shares worth $1.72M. The position accounts for 0.33% of the portfolio, ranked #68.

Winslow Evans & Crocker first reported a position in CSX in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.25M in Q2 2017. 1,359 funds tracked by Wall St. Rank hold CSX as of Q4 2020.

  • Winslow Evans & Crocker held 56,904 shares of CSX Corp worth $1.72M as of Q4 2020.
  • Winslow Evans & Crocker sold 1,290 CSX Corp shares in Q4 2020, an estimated $37.1K.
  • CSX Corp made up 0.33% of Winslow Evans & Crocker's portfolio in Q4 2020, its #68 holding.
  • Winslow Evans & Crocker first reported a position in CSX Corp in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's CSX Corp position peaked at $2.25M in Q2 2017.
  • 1,359 funds tracked by Wall St. Rank held CSX Corp as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.