Axa
XL

Axa’s XL Group Ltd. XL Stock Holding History

Axa’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-148,617
Closed -$5.86M – 1429
2017
Q3 		$5.86M Buy
+148,617
New +$6.35M 0.03% 586
2016
Q3 		– Sell
-1,800
Closed -$60K – 1442
2016
Q2 		$60K Buy
+1,800
New +$61.4K ﹤0.01% 1288
2014
Q3 		– Sell
-14,755
Closed -$483K – 1540
2014
Q2 		$483K Sell
14,755
-129,645
-90% -$4.16M ﹤0.01% 1084
2014
Q1 		$4.51M Sell
144,400
-8,600
-6% -$257K 0.02% 551
2013
Q4 		$4.87M Sell
153,000
-4,600
-3% -$143K 0.02% 529
2013
Q3 		$4.86M Buy
157,600
+45,268
+40% +$1.41M 0.02% 523
2013
Q2 		$3.41M Buy
+112,332
New +$3.51M 0.02% 566

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Axa's XL Position: Q4 2017 in Review

Axa sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 148,617 shares — an estimated $5.86M sold.

Axa first reported a position in XL in Q2 2013 and held it in 7 quarters. The position peaked at $5.86M in Q3 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • Axa reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • Axa sold 148,617 XL Group Ltd. shares in Q4 2017, an estimated $5.86M.
  • Axa first reported a position in XL Group Ltd. in Q2 2013 and held it in 7 quarters.
  • Axa's XL Group Ltd. position peaked at $5.86M in Q3 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on Axa's 13F filing for Q4 2017, filed 13 Feb 2018.