LSV Asset Management
AX icon

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
VOAM
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 $609B AUM 40.19% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

LSV Asset Management's AX Position: Q1 2018 in Review

LSV Asset Management sold out of Axos Financial (AX) in Q1 2018, closing a stake of 70,600 shares — an estimated $2.11M sold.

LSV Asset Management first reported a position in AX in Q3 2016 and held it in 6 quarters. The position peaked at $2.11M in Q4 2017. 261 funds tracked by Wall St. Rank hold AX as of Q1 2018.

  • LSV Asset Management reported no remaining Axos Financial position as of Q1 2018 after selling out during the quarter.
  • LSV Asset Management sold 70,600 Axos Financial shares in Q1 2018, an estimated $2.11M.
  • LSV Asset Management first reported a position in Axos Financial in Q3 2016 and held it in 6 quarters.
  • LSV Asset Management's Axos Financial position peaked at $2.11M in Q4 2017.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q1 2018.

Based on LSV Asset Management's 13F filing for Q1 2018, filed 4 May 2018.