SBCM
TAX

Schwerin Boyle Capital Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Schwerin Boyle Capital Management’s Portfolio TAX Stock Details TAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-296,440
Closed -$2.85M – 57
2019
Q2 		$2.85M Hold
296,440
– – 0.3% 46
2019
Q1 		$2.93M Hold
296,440
– – 0.32% 46
2018
Q4 		$3.48M Sell
296,440
-60,000
-17% -$704K 0.44% 44
2018
Q3 		$4.15M Hold
356,440
– – 0.44% 48
2018
Q2 		$2.88M Hold
356,440
– – 0.32% 52
2018
Q1 		$3.6M Hold
356,440
– – 0.4% 51
2017
Q4 		$3.92M Buy
356,440
+44,560
+14% +$558K 0.43% 47
2017
Q3 		$4.49M Hold
311,880
– – 0.51% 47
2017
Q2 		$4.04M Hold
311,880
– – 0.47% 48
2017
Q1 		$4.44M Hold
311,880
– – 0.54% 45
2016
Q4 		$4.18M Sell
311,880
-154,604
-33% -$1.98M 0.52% 46
2016
Q3 		$5.96M Hold
466,484
– – 0.83% 37
2016
Q2 		$6.21M Buy
466,484
+214,285
+85% +$2.85M 0.89% 34
2016
Q1 		$4.94M Buy
252,199
+97,604
+63% +$1.85M 0.69% 40
2015
Q4 		$3.68M Hold
154,595
– – 0.51% 47
2015
Q3 		$3.6M Buy
+154,595
New +$3.76M 0.52% 46

Other funds holding TAX

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Schwerin Boyle Capital Management's TAX Position: Q3 2019 in Review

Schwerin Boyle Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2019, closing a stake of 296,440 shares — an estimated $2.85M sold.

Schwerin Boyle Capital Management first reported a position in TAX in Q3 2015 and held it in 16 quarters. The position peaked at $6.21M in Q2 2016. 1 fund tracked by Wall St. Rank holds TAX as of Q3 2019.

  • Schwerin Boyle Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q3 2019 after selling out during the quarter.
  • Schwerin Boyle Capital Management sold 296,440 Liberty Tax, Inc. Class A shares in Q3 2019, an estimated $2.85M.
  • Schwerin Boyle Capital Management first reported a position in Liberty Tax, Inc. Class A in Q3 2015 and held it in 16 quarters.
  • Schwerin Boyle Capital Management's Liberty Tax, Inc. Class A position peaked at $6.21M in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2019.

Based on Schwerin Boyle Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.