Jefferies Group’s Axos Financial AX Stock Holding History

Jefferies Group’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
2017 Q3	–	Sell	-19,500	Closed	-$463K	–	2316
2017 Q2	$463K	Buy	+19,500	New	+$461K	﹤0.01%	1641

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

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

EIP

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

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

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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Group's AX Position: Q4 2019 in Review

Jefferies Group sold out of Axos Financial (AX) in Q4 2019, closing a stake of 15,374 shares — an estimated $425K sold.

Jefferies Group first reported a position in AX in Q2 2015 and held it in 6 quarters. The position peaked at $555K in Q4 2015. 224 funds tracked by Wall St. Rank hold AX as of Q4 2019.

Jefferies Group reported no remaining Axos Financial position as of Q4 2019 after selling out during the quarter.
Jefferies Group sold 15,374 Axos Financial shares in Q4 2019, an estimated $425K.
Jefferies Group first reported a position in Axos Financial in Q2 2015 and held it in 6 quarters.
Jefferies Group's Axos Financial position peaked at $555K in Q4 2015.
224 funds tracked by Wall St. Rank held Axos Financial as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.