Magnolia Group’s Axos Financial AX Stock Holding History

Magnolia 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
2020 Q4	–	Sell	-158,434	Closed	-$3.69M	–	10
2020 Q3	$3.69M	Buy	+158,434	New	+$3.62M	0.54%	9

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Magnolia Group's AX Position: Q4 2020 in Review

Magnolia Group sold out of Axos Financial (AX) in Q4 2020, closing a stake of 158,434 shares — an estimated $3.69M sold.

Magnolia Group first reported a position in AX in Q3 2020 and held it in 1 quarter. The position peaked at $3.69M in Q3 2020. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

Magnolia Group reported no remaining Axos Financial position as of Q4 2020 after selling out during the quarter.
Magnolia Group sold 158,434 Axos Financial shares in Q4 2020, an estimated $3.69M.
Magnolia Group first reported a position in Axos Financial in Q3 2020 and held it in 1 quarter.
Magnolia Group's Axos Financial position peaked at $3.69M in Q3 2020.
236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on Magnolia Group's 13F filing for Q4 2020, filed 4 Feb 2021.