Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Axos Financial AX Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,678
Closed -$101K – 321
2020
Q4 		$101K Sell
2,678
-4,389
-62% -$139K ﹤0.01% 223
2020
Q3 		$164K Sell
7,067
-21,588
-75% -$493K ﹤0.01% 229
2020
Q2 		$633K Buy
28,655
+16,921
+144% +$344K ﹤0.01% 215
2020
Q1 		$212K Sell
11,734
-12,153
-51% -$305K ﹤0.01% 271
2019
Q4 		$724K Sell
23,887
-1,290
-5% -$37.7K ﹤0.01% 252
2019
Q3 		$697K Buy
+25,177
New +$678K ﹤0.01% 270

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's AX Position: Q1 2021 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Axos Financial (AX) in Q1 2021, closing a stake of 2,678 shares — an estimated $101K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in AX in Q3 2019 and held it in 6 quarters. The position peaked at $724K in Q4 2019. 234 funds tracked by Wall St. Rank hold AX as of Q1 2021.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Axos Financial position as of Q1 2021 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 2,678 Axos Financial shares in Q1 2021, an estimated $101K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Axos Financial in Q3 2019 and held it in 6 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Axos Financial position peaked at $724K in Q4 2019.
  • 234 funds tracked by Wall St. Rank held Axos Financial as of Q1 2021.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2021, filed 13 May 2021.