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Disciplined Investments’s AXIS Capital AXS Stock Holding History

Disciplined Investments’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19
Closed -$1.02K – 234
2023
Q2 		$1.02K Hold
19
– – ﹤0.01% 956
2023
Q1 		$1.04K Hold
19
– – ﹤0.01% 936
2022
Q4 		$1.03K Hold
19
– – ﹤0.01% 892
2022
Q3 		$1K Hold
19
– – ﹤0.01% 790
2022
Q2 		$1K Buy
19
+2
+12% +$114 ﹤0.01% 810
2022
Q1 		$1K Buy
+17
New +$947 ﹤0.01% 872

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Disciplined Investments's AXS Position: Q3 2023 in Review

Disciplined Investments sold out of AXIS Capital (AXS) in Q3 2023, closing a stake of 19 shares — an estimated $1.02K sold.

Disciplined Investments first reported a position in AXS in Q1 2022 and held it in 6 quarters. The position peaked at $1.04K in Q1 2023. 288 funds tracked by Wall St. Rank hold AXS as of Q3 2023.

  • Disciplined Investments reported no remaining AXIS Capital position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 19 AXIS Capital shares in Q3 2023, an estimated $1.02K.
  • Disciplined Investments first reported a position in AXIS Capital in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's AXIS Capital position peaked at $1.04K in Q1 2023.
  • 288 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.