Morton Brown Family Wealth’s AXIS Capital AXS Stock Holding History

Morton Brown Family Wealth’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
2022 Q3	–	Sell	-8	Closed	–	–	213
2022 Q2	$0	Buy	+8	New	+$456	﹤0.01%	268

Other funds holding AXS

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morton Brown Family Wealth's AXS Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of AXIS Capital (AXS) in Q3 2022, closing a stake of 8 shares.

Morton Brown Family Wealth first reported a position in AXS in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 277 funds tracked by Wall St. Rank hold AXS as of Q3 2022.

Morton Brown Family Wealth reported no remaining AXIS Capital position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 8 AXIS Capital shares in Q3 2022.
Morton Brown Family Wealth first reported a position in AXIS Capital in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's AXIS Capital position peaked at $0 in Q2 2022.
277 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.