Jacobs Levy Equity Management
AX icon

Jacobs Levy Equity Management’s Axos Financial AX Stock Holding History

Jacobs Levy Equity 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
Q3 		– Sell
-20,297
Closed -$728K – 1001
2022
Q2 		$728K Hold
20,297
– – 0.01% 803
2022
Q1 		$942K Sell
20,297
-150
-0.7% -$7.92K 0.01% 761
2021
Q4 		$1.14M Sell
20,447
-85,817
-81% -$4.8M 0.01% 719
2021
Q3 		$5.48M Sell
106,264
-4,347
-4% -$206K 0.04% 415
2021
Q2 		$5.13M Buy
110,611
+24,148
+28% +$1.13M 0.03% 424
2021
Q1 		$4.07M Sell
86,463
-134,798
-61% -$6.07M 0.03% 454
2020
Q4 		$8.3M Buy
221,261
+38,202
+21% +$1.21M 0.07% 291
2020
Q3 		$4.27M Buy
183,059
+140,973
+335% +$3.22M 0.04% 375
2020
Q2 		$929K Buy
42,086
+1,222
+3% +$24.8K 0.01% 683
2020
Q1 		$741K Buy
+40,864
New +$1.03M 0.01% 693
2014
Q3 		– Sell
-29,160
Closed -$536K – 825
2014
Q2 		$536K Buy
+29,160
New +$574K 0.01% 621

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Jacobs Levy Equity Management's AX Position: Q3 2022 in Review

Jacobs Levy Equity Management sold out of Axos Financial (AX) in Q3 2022, closing a stake of 20,297 shares — an estimated $728K sold.

Jacobs Levy Equity Management first reported a position in AX in Q2 2014 and held it in 11 quarters. The position peaked at $8.3M in Q4 2020. 251 funds tracked by Wall St. Rank hold AX as of Q3 2022.

  • Jacobs Levy Equity Management reported no remaining Axos Financial position as of Q3 2022 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 20,297 Axos Financial shares in Q3 2022, an estimated $728K.
  • Jacobs Levy Equity Management first reported a position in Axos Financial in Q2 2014 and held it in 11 quarters.
  • Jacobs Levy Equity Management's Axos Financial position peaked at $8.3M in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Axos Financial as of Q3 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2022, filed 15 Nov 2022.