Robeco Institutional Asset Management
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Robeco Institutional Asset Management’s Axos Financial AX Stock Holding History

Robeco Institutional 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
2022
Q4 		– Sell
-150,000
Closed -$5.13M – 950
2022
Q3 		$5.13M Sell
150,000
-40,000
-21% -$1.62M 0.02% 511
2022
Q2 		$6.81M Sell
190,000
-260,000
-58% -$9.99M 0.02% 463
2022
Q1 		$20.9M Sell
450,000
-150,000
-25% -$7.92M 0.05% 325
2021
Q4 		$33.5M Sell
600,000
-800,000
-57% -$44.8M 0.07% 270
2021
Q3 		$72.2M Buy
1,400,000
+50,000
+4% +$2.37M 0.16% 150
2021
Q2 		$62.6M Sell
1,350,000
-50,000
-4% -$2.34M 0.14% 167
2021
Q1 		$65.8M Buy
1,400,000
+25,000
+2% +$1.13M 0.16% 159
2020
Q4 		$51.6M Buy
1,375,000
+25,000
+2% +$790K 0.14% 184
2020
Q3 		$31.5M Buy
1,350,000
+325,000
+32% +$7.43M 0.1% 214
2020
Q2 		$22.6M Buy
1,025,000
+50,000
+5% +$1.02M 0.08% 284
2020
Q1 		$17.7M Buy
975,000
+90,000
+10% +$2.26M 0.07% 307
2019
Q4 		$26.8M Buy
885,000
+291,221
+49% +$8.51M 0.09% 288
2019
Q3 		$16.4M Buy
593,779
+133,779
+29% +$3.6M 0.06% 349
2019
Q2 		$12.5M Buy
460,000
+175,000
+61% +$5.15M 0.04% 421
2019
Q1 		$8.25M Buy
285,000
+25,000
+10% +$749K 0.03% 499
2018
Q4 		$6.55M Sell
260,000
-110,000
-30% -$3.32M 0.03% 490
2018
Q3 		$12.7M Buy
370,000
+185,000
+100% +$7.11M 0.05% 389
2018
Q2 		$7.57M Buy
185,000
+80,000
+76% +$3.33M 0.03% 461
2018
Q1 		$4.26M Buy
105,000
+68,865
+191% +$2.51M 0.02% 547
2017
Q4 		$1.08M Buy
+36,135
New +$983K 0.01% 686
2014
Q3 		– Sell
-44,800
Closed -$823K – 760
2014
Q2 		$823K Hold
44,800
– – 0.01% 558
2014
Q1 		$960K Buy
+44,800
New +$963K 0.01% 512

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Robeco Institutional Asset Management's AX Position: Q4 2022 in Review

Robeco Institutional Asset Management sold out of Axos Financial (AX) in Q4 2022, closing a stake of 150,000 shares — an estimated $5.13M sold.

Robeco Institutional Asset Management first reported a position in AX in Q1 2014 and held it in 22 quarters. The position peaked at $72.2M in Q3 2021. 244 funds tracked by Wall St. Rank hold AX as of Q4 2022.

  • Robeco Institutional Asset Management reported no remaining Axos Financial position as of Q4 2022 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 150,000 Axos Financial shares in Q4 2022, an estimated $5.13M.
  • Robeco Institutional Asset Management first reported a position in Axos Financial in Q1 2014 and held it in 22 quarters.
  • Robeco Institutional Asset Management's Axos Financial position peaked at $72.2M in Q3 2021.
  • 244 funds tracked by Wall St. Rank held Axos Financial as of Q4 2022.

Based on Robeco Institutional Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.