OPS
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Orion Portfolio Solutions’s AXIS Capital AXS Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-53
Closed -$2K – 561
2020
Q2 		$2K Sell
53
-79
-60% -$3.04K ﹤0.01% 1735
2020
Q1 		$5K Buy
132
+94
+247% +$5.25K ﹤0.01% 1275
2019
Q4 		$2K Buy
+38
New +$2.3K ﹤0.01% 1480

Other funds holding AXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Orion Portfolio Solutions's AXS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of AXIS Capital (AXS) in Q3 2020, closing a stake of 53 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in AXS in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q1 2020. 227 funds tracked by Wall St. Rank hold AXS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining AXIS Capital position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 53 AXIS Capital shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in AXIS Capital in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's AXIS Capital position peaked at $5K in Q1 2020.
  • 227 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.