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Lehman Financial Resources’s AXIS Capital AXS Stock Holding History

Lehman Financial Resources’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,000
Closed -$53K – 83
2015
Q3 		$53K Hold
1,000
– – 0.03% 143
2015
Q2 		$53K Hold
1,000
– – 0.03% 146
2015
Q1 		$52K Hold
1,000
– – 0.02% 154
2014
Q4 		$51K Hold
1,000
– – 0.03% 144
2014
Q3 		$47K Buy
+1,000
New +$46.2K 0.02% 153

Other funds holding AXS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lehman Financial Resources's AXS Position: Q4 2015 in Review

Lehman Financial Resources sold out of AXIS Capital (AXS) in Q4 2015, closing a stake of 1,000 shares — an estimated $53K sold.

Lehman Financial Resources first reported a position in AXS in Q3 2014 and held it in 5 quarters. The position peaked at $53K in Q3 2015. 274 funds tracked by Wall St. Rank hold AXS as of Q4 2015.

  • Lehman Financial Resources reported no remaining AXIS Capital position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 1,000 AXIS Capital shares in Q4 2015, an estimated $53K.
  • Lehman Financial Resources first reported a position in AXIS Capital in Q3 2014 and held it in 5 quarters.
  • Lehman Financial Resources's AXIS Capital position peaked at $53K in Q3 2015.
  • 274 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.