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Cavalier Investments’s CSX Corp CSX Stock Holding History

Cavalier Investments’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
2018
Q1 		– Sell
-105,900
Closed -$1.94M – 175
2017
Q4 		$1.94M Buy
105,900
+28,500
+37% +$505K 0.78% 32
2017
Q3 		$1.4M Buy
+77,400
New +$1.33M 0.67% 35

Other funds holding CSX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cavalier Investments's CSX Position: Q1 2018 in Review

Cavalier Investments sold out of CSX Corp (CSX) in Q1 2018, closing a stake of 105,900 shares — an estimated $1.94M sold.

Cavalier Investments first reported a position in CSX in Q3 2017 and held it in 2 quarters. The position peaked at $1.94M in Q4 2017. 1,039 funds tracked by Wall St. Rank hold CSX as of Q1 2018.

  • Cavalier Investments reported no remaining CSX Corp position as of Q1 2018 after selling out during the quarter.
  • Cavalier Investments sold 105,900 CSX Corp shares in Q1 2018, an estimated $1.94M.
  • Cavalier Investments first reported a position in CSX Corp in Q3 2017 and held it in 2 quarters.
  • Cavalier Investments's CSX Corp position peaked at $1.94M in Q4 2017.
  • 1,039 funds tracked by Wall St. Rank held CSX Corp as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.