Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Axos Financial AX Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q3 		– Sell
-51,878
Closed -$2.41M – 675
2021
Q2 		$2.41M Sell
51,878
-12,200
-19% -$570K 0.01% 436
2021
Q1 		$3.01M Buy
64,078
+51,278
+401% +$2.31M 0.02% 410
2020
Q4 		$480K Buy
+12,800
New +$405K ﹤0.01% 690

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s AX Position: Q3 2021 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Axos Financial (AX) in Q3 2021, closing a stake of 51,878 shares — an estimated $2.41M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in AX in Q4 2020 and held it in 3 quarters. The position peaked at $3.01M in Q1 2021. 233 funds tracked by Wall St. Rank hold AX as of Q3 2021.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Axos Financial position as of Q3 2021 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 51,878 Axos Financial shares in Q3 2021, an estimated $2.41M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Axos Financial in Q4 2020 and held it in 3 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Axos Financial position peaked at $3.01M in Q1 2021.
  • 233 funds tracked by Wall St. Rank held Axos Financial as of Q3 2021.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2021, filed 12 Nov 2021.