LSV Asset Management

LSV Asset Management’s Axos Financial AX Stock Holding History

LSV Asset 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
2018 Q1	–	Sell	-70,600	Closed	-$2.11M	–	963
2017 Q4	$2.11M	Hold	70,600	–	–	﹤0.01%	710
2017 Q3	$2.01M	Hold	70,600	–	–	﹤0.01%	734
2017 Q2	$1.67M	Hold	70,600	–	–	﹤0.01%	745
2017 Q1	$1.84M	Buy	70,600 +20,800	+42%	+$601K	﹤0.01%	726
2016 Q4	$1.42M	Buy	49,800 +34,900	+234%	+$831K	﹤0.01%	755
2016 Q3	$333K	Buy	+14,900	New	+$289K	﹤0.01%	887

Other funds holding AX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return