JG
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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
-37,500
Closed -$890K – 2317
2017
Q2 		$890K Sell
37,500
-70,900
-65% -$1.68M 0.01% 1357
2017
Q1 		$2.83M Buy
+108,400
New +$3.13M 0.02% 749
2016
Q1 		– Sell
-155,200
Closed -$3.27M – 2198
2015
Q4 		$3.27M Hold
155,200
– – 0.02% 648
2015
Q3 		$5M Buy
+155,200
New +$4.64M 0.03% 489

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
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.