Meritage Group’s CSX Corp CSX Stock Holding History

Meritage Group’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 Q1	–	Sell	-136,866	Closed	-$1.64M	–	36
2016 Q4	$1.64M	Buy	+136,866	New	+$1.53M	0.04%	51

Other funds holding CSX

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Meritage Group's CSX Position: Q1 2017 in Review

Meritage Group sold out of CSX Corp (CSX) in Q1 2017, closing a stake of 136,866 shares — an estimated $1.64M sold.

Meritage Group first reported a position in CSX in Q4 2016 and held it in 1 quarter. The position peaked at $1.64M in Q4 2016. 980 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

Meritage Group reported no remaining CSX Corp position as of Q1 2017 after selling out during the quarter.
Meritage Group sold 136,866 CSX Corp shares in Q1 2017, an estimated $1.64M.
Meritage Group first reported a position in CSX Corp in Q4 2016 and held it in 1 quarter.
Meritage Group's CSX Corp position peaked at $1.64M in Q4 2016.
980 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on Meritage Group's 13F filing for Q1 2017, filed 12 May 2017.