First Manhattan’s Axos Financial AX Stock Holding History

First Manhattan’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
2023 Q1	–	Sell	-135	Closed	-$5.16K	–	1540
2022 Q4	$5.16K	Buy	+135	New	+$5.15K	﹤0.01%	1387

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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

First Manhattan's AX Position: Q1 2023 in Review

First Manhattan sold out of Axos Financial (AX) in Q1 2023, closing a stake of 135 shares — an estimated $5.16K sold.

First Manhattan first reported a position in AX in Q4 2022 and held it in 1 quarter. The position peaked at $5.16K in Q4 2022. 256 funds tracked by Wall St. Rank hold AX as of Q1 2023.

First Manhattan reported no remaining Axos Financial position as of Q1 2023 after selling out during the quarter.
First Manhattan sold 135 Axos Financial shares in Q1 2023, an estimated $5.16K.
First Manhattan first reported a position in Axos Financial in Q4 2022 and held it in 1 quarter.
First Manhattan's Axos Financial position peaked at $5.16K in Q4 2022.
256 funds tracked by Wall St. Rank held Axos Financial as of Q1 2023.

Based on First Manhattan's 13F filing for Q1 2023, filed 15 May 2023.