LSV Asset Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-8,800
Closed -$104K 988
2019
Q3
$104K Hold
8,800
﹤0.01% 897
2019
Q2
$84K Hold
8,800
﹤0.01% 913
2019
Q1
$87K Sell
8,800
-52,300
-86% -$517K ﹤0.01% 913
2018
Q4
$716K Sell
61,100
-132,298
-68% -$1.55M ﹤0.01% 812
2018
Q3
$2.25M Hold
193,398
﹤0.01% 705
2018
Q2
$1.56M Sell
193,398
-14,400
-7% -$143K ﹤0.01% 764
2018
Q1
$2.1M Buy
207,798
+14,400
+7% +$145K ﹤0.01% 713
2017
Q4
$2.13M Hold
193,398
﹤0.01% 708
2017
Q3
$2.78M Hold
193,398
﹤0.01% 680
2017
Q2
$2.5M Hold
193,398
﹤0.01% 683
2017
Q1
$2.75M Buy
193,398
+15,298
+9% +$217K 0.01% 661
2016
Q4
$2.39M Buy
178,100
+123,700
+227% +$1.58M ﹤0.01% 683
2016
Q3
$695K Buy
+54,400
New +$736K ﹤0.01% 819

LSV Asset Management's TAX Position: Q4 2019 in Review

LSV Asset Management sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2019, closing a stake of 8,800 shares — an estimated $104K sold.

LSV Asset Management first reported a position in TAX in Q3 2016 and held it in 13 quarters. The position peaked at $2.78M in Q3 2017. 0 funds tracked by Wall St. Rank hold TAX as of Q4 2019.

  • LSV Asset Management reported no remaining Liberty Tax, Inc. Class A position as of Q4 2019 after selling out during the quarter.
  • LSV Asset Management sold 8,800 Liberty Tax, Inc. Class A shares in Q4 2019, an estimated $104K.
  • LSV Asset Management first reported a position in Liberty Tax, Inc. Class A in Q3 2016 and held it in 13 quarters.
  • LSV Asset Management's Liberty Tax, Inc. Class A position peaked at $2.78M in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2019.

Based on LSV Asset Management's 13F filing for Q4 2019, filed 10 Feb 2020.