Eaton Vance Management’s Axos Financial AX Stock Holding History

Eaton Vance Management’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
2022 Q1	–	Sell	-1,259	Closed	-$70K	–	1874
2021 Q4	$70K	Buy	1,259 +59	+5%	+$3.3K	﹤0.01%	1959
2021 Q3	$0	Sell	1,200 -67	-5%	-$3.18K	﹤0.01%	2043
2021 Q2	$59K	Buy	1,267 +668	+112%	+$31.2K	﹤0.01%	2097
2021 Q1	$28K	Buy	+599	New	+$27K	﹤0.01%	1953

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Eaton Vance Management's AX Position: Q1 2022 in Review

Eaton Vance Management sold out of Axos Financial (AX) in Q1 2022, closing a stake of 1,259 shares — an estimated $70K sold.

Eaton Vance Management first reported a position in AX in Q1 2021 and held it in 4 quarters. The position peaked at $70K in Q4 2021. 249 funds tracked by Wall St. Rank hold AX as of Q1 2022.

Eaton Vance Management reported no remaining Axos Financial position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 1,259 Axos Financial shares in Q1 2022, an estimated $70K.
Eaton Vance Management first reported a position in Axos Financial in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's Axos Financial position peaked at $70K in Q4 2021.
249 funds tracked by Wall St. Rank held Axos Financial as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.