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Schwerin Boyle Capital Management’s CSX Corp CSX Stock Holding History

Schwerin Boyle Capital Management’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
-40,200
Closed -$737K – 63
2017
Q4 		$737K Hold
40,200
– – 0.08% 56
2017
Q3 		$727K Hold
40,200
– – 0.08% 55
2017
Q2 		$731K Hold
40,200
– – 0.09% 55
2017
Q1 		$624K Sell
40,200
-837,600
-95% -$12.8M 0.08% 53
2016
Q4 		$10.5M Sell
877,800
-4,200
-0.5% -$47.1K 1.3% 29
2016
Q3 		$8.97M Sell
882,000
-65,550
-7% -$620K 1.24% 29
2016
Q2 		$8.24M Sell
947,550
-12,600
-1% -$110K 1.18% 31
2016
Q1 		$8.24M Sell
960,150
-13,050
-1% -$106K 1.16% 31
2015
Q4 		$8.42M Sell
973,200
-1,800
-0.2% -$16.3K 1.17% 30
2015
Q3 		$8.74M Buy
975,000
+294,117
+43% +$2.89M 1.25% 27
2015
Q2 		$7.41M Sell
680,883
-7,917
-1% -$91.8K 0.97% 34
2015
Q1 		$7.6M Sell
688,800
-20,850
-3% -$240K 1.07% 30
2014
Q4 		$8.57M Sell
709,650
-248,700
-26% -$2.91M 1.16% 27
2014
Q3 		$10.2M Sell
958,350
-65,850
-6% -$679K 1.43% 23
2014
Q2 		$10.5M Sell
1,024,200
-3,000
-0.3% -$29.2K 1.52% 21
2014
Q1 		$9.92M Hold
1,027,200
– – 1.41% 23
2013
Q4 		$9.85M Hold
1,027,200
– – 1.38% 23
2013
Q3 		$8.81M Buy
1,027,200
+753,450
+275% +$6.32M 1.34% 24
2013
Q2 		$2.12M Buy
+273,750
New +$2.24M 0.34% 47

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

Schwerin Boyle Capital Management's CSX Position: Q1 2018 in Review

Schwerin Boyle Capital Management sold out of CSX Corp (CSX) in Q1 2018, closing a stake of 40,200 shares — an estimated $737K sold.

Schwerin Boyle Capital Management first reported a position in CSX in Q2 2013 and held it in 19 quarters. The position peaked at $10.5M in Q2 2014. 1,039 funds tracked by Wall St. Rank hold CSX as of Q1 2018.

  • Schwerin Boyle Capital Management reported no remaining CSX Corp position as of Q1 2018 after selling out during the quarter.
  • Schwerin Boyle Capital Management sold 40,200 CSX Corp shares in Q1 2018, an estimated $737K.
  • Schwerin Boyle Capital Management first reported a position in CSX Corp in Q2 2013 and held it in 19 quarters.
  • Schwerin Boyle Capital Management's CSX Corp position peaked at $10.5M in Q2 2014.
  • 1,039 funds tracked by Wall St. Rank held CSX Corp as of Q1 2018.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2018, filed 15 May 2018.