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Meadow Creek Investment Management’s Axos Financial AX Stock Holding History

Meadow Creek Investment 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
2019
Q3 		$307K Hold
11,088
– – 0.01% 887
2019
Q2 		$302K Hold
11,088
– – 0.01% 897
2019
Q1 		$321K Hold
11,088
– – 0.01% 852
2018
Q4 		$279K Hold
11,088
– – 0.01% 835
2018
Q3 		$381K Buy
11,088
+2,828
+34% +$109K 0.01% 832
2018
Q2 		$338K Sell
8,260
-4,060
-33% -$169K 0.01% 806
2018
Q1 		$499K Sell
12,320
-12,124
-50% -$442K 0.01% 651
2017
Q4 		$731K Sell
24,444
-40,880
-63% -$1.11M 0.02% 530
2017
Q3 		$1.86M Sell
65,324
-1,484
-2% -$38.8K 0.04% 307
2017
Q2 		$1.58M Sell
66,808
-6,580
-9% -$156K 0.04% 336
2017
Q1 		$1.92M Sell
73,388
-224
-0.3% -$6.47K 0.05% 303
2016
Q4 		$2.1M Buy
+73,612
New +$1.75M 0.05% 262

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Meadow Creek Investment Management's AX Position: Q3 2019 in Review

Meadow Creek Investment Management held its Axos Financial (AX) position steady in Q3 2019 at 11,088 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #887.

Meadow Creek Investment Management first reported a position in AX in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.1M in Q4 2016. 226 funds tracked by Wall St. Rank hold AX as of Q3 2019.

  • Meadow Creek Investment Management held 11,088 shares of Axos Financial worth $307K as of Q3 2019.
  • Meadow Creek Investment Management left its Axos Financial share count unchanged in Q3 2019.
  • Axos Financial made up 0.01% of Meadow Creek Investment Management's portfolio in Q3 2019, its #887 holding.
  • Meadow Creek Investment Management first reported a position in Axos Financial in Q4 2016 and has held it in 12 quarters since.
  • Meadow Creek Investment Management's Axos Financial position peaked at $2.1M in Q4 2016.
  • 226 funds tracked by Wall St. Rank held Axos Financial as of Q3 2019.

Based on Meadow Creek Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.