Chuck Akre’s CSX Corp CSX Stock Holding History

Chuck Akre’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
2017 Q4	–	Sell	-14,697	Closed	-$266K	–	25
2017 Q3	$266K	Hold	14,697	–	–	﹤0.01%	26
2017 Q2	$267K	Hold	14,697	–	–	﹤0.01%	28
2017 Q1	$228K	Sell	14,697 -101,646	-87%	-$1.55M	﹤0.01%	31
2016 Q4	$1.39M	Hold	116,343	–	–	0.03%	33
2016 Q3	$1.18M	Hold	116,343	–	–	0.02%	33
2016 Q2	$1.01M	Hold	116,343	–	–	0.02%	33
2016 Q1	$999K	Sell	116,343 -5,742	-5%	-$46.6K	0.02%	33
2015 Q4	$1.06M	Hold	122,085	–	–	0.02%	33
2015 Q3	$1.09M	Hold	122,085	–	–	0.03%	34
2015 Q2	$1.33M	Sell	122,085 -6,612	-5%	-$76.6K	0.03%	33
2015 Q1	$1.42M	Hold	128,697	–	–	0.04%	30
2014 Q4	$1.55M	Hold	128,697	–	–	0.04%	31
2014 Q3	$1.38M	Hold	128,697	–	–	0.04%	34
2014 Q2	$1.32M	Sell	128,697 -21,054	-14%	-$205K	0.04%	35
2014 Q1	$1.45M	Hold	149,751	–	–	0.05%	37
2013 Q4	$1.44M	Sell	149,751 -3,432	-2%	-$30.8K	0.05%	35
2013 Q3	$1.31M	Hold	153,183	–	–	0.06%	32
2013 Q2	$1.18M	Buy	+153,183	New	+$1.26M	0.05%	35

Other funds holding CSX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Chuck Akre's CSX Position: Q4 2017 in Review

Chuck Akre sold out of CSX Corp (CSX) in Q4 2017, closing a stake of 14,697 shares — an estimated $266K sold.

Chuck Akre first reported a position in CSX in Q2 2013 and held it in 18 quarters. The position peaked at $1.55M in Q4 2014. 1,048 funds tracked by Wall St. Rank hold CSX as of Q4 2017.

Chuck Akre reported no remaining CSX Corp position as of Q4 2017 after selling out during the quarter.
Chuck Akre sold 14,697 CSX Corp shares in Q4 2017, an estimated $266K.
Chuck Akre first reported a position in CSX Corp in Q2 2013 and held it in 18 quarters.
Chuck Akre's CSX Corp position peaked at $1.55M in Q4 2014.
1,048 funds tracked by Wall St. Rank held CSX Corp as of Q4 2017.

Based on AKRE Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.