Ownership history in WULFF, HANSEN & CO. Β· 17 quarters on record
This page tracks every 13F SEC filing in which WULFF, HANSEN & CO. reported a position in CSX CORP (CSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WULFF, HANSEN & CO. underperformed the S&P 500 by β8.9% annually on this CSX position. Timing score: 38% (5/13 decisions correct). Average cost basis: $32.68. Maximum drawdown during holding period: β28.5%.
β Significantly underperformed the S&P 500 by 8.9% ann.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 13 add/trim decisions correct
Best entry: $25.34 (2022 Q3) Β· Worst: $35.43 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 9 trims. Bought during 4 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.8% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size