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Lee Ainslie’s Axos Financial AX Stock Holding History

Lee Ainslie’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
2024
Q3 		– Sell
-36,200
Closed -$2.07M – 241
2024
Q2 		$2.07M Buy
36,200
+26,855
+287% +$1.46M 0.04% 103
2024
Q1 		$505K Buy
+9,345
New +$492K 0.01% 216
2017
Q4 		– Sell
-121,603
Closed -$3.46M – 179
2017
Q3 		$3.46M Buy
+121,603
New +$3.18M 0.04% 123

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lee Ainslie's AX Position: Q3 2024 in Review

Lee Ainslie sold out of Axos Financial (AX) in Q3 2024, closing a stake of 36,200 shares — an estimated $2.07M sold.

Lee Ainslie first reported a position in AX in Q3 2017 and held it in 3 quarters. The position peaked at $3.46M in Q3 2017. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Lee Ainslie reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
  • Lee Ainslie sold 36,200 Axos Financial shares in Q3 2024, an estimated $2.07M.
  • Lee Ainslie first reported a position in Axos Financial in Q3 2017 and held it in 3 quarters.
  • Lee Ainslie's Axos Financial position peaked at $3.46M in Q3 2017.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Maverick Capital's 13F filing for Q3 2024, filed 14 Nov 2024.