William Blair Investment Management
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William Blair Investment Management’s Axos Financial AX Stock Holding History

William Blair 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
2018
Q4 		– Sell
-197,376
Closed -$6.79M – 406
2018
Q3 		$6.79M Buy
197,376
+31,274
+19% +$1.2M 0.02% 350
2018
Q2 		$6.79M Sell
166,102
-36,791
-18% -$1.53M 0.03% 351
2018
Q1 		$8.22M Sell
202,893
-161,908
-44% -$5.9M 0.03% 325
2017
Q4 		$10.9M Sell
364,801
-58,450
-14% -$1.59M 0.04% 297
2017
Q3 		$12.1M Buy
423,251
+119,015
+39% +$3.11M 0.04% 304
2017
Q2 		$7.22M Buy
304,236
+101,226
+50% +$2.39M 0.03% 328
2017
Q1 		$5.3M Sell
203,010
-11,902
-6% -$344K 0.02% 346
2016
Q4 		$6.14M Buy
214,912
+42,333
+25% +$1.01M 0.02% 341
2016
Q3 		$3.87M Buy
172,579
+10,669
+7% +$207K 0.01% 364
2016
Q2 		$2.87M Sell
161,910
-143,646
-47% -$2.7M 0.01% 380
2016
Q1 		$6.52M Sell
305,556
-38,915
-11% -$705K 0.03% 331
2015
Q4 		$7.25M Buy
+344,471
New +$8.11M 0.03% 315

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

William Blair Investment Management's AX Position: Q4 2018 in Review

William Blair Investment Management sold out of Axos Financial (AX) in Q4 2018, closing a stake of 197,376 shares — an estimated $6.79M sold.

William Blair Investment Management first reported a position in AX in Q4 2015 and held it in 12 quarters. The position peaked at $12.1M in Q3 2017. 245 funds tracked by Wall St. Rank hold AX as of Q4 2018.

  • William Blair Investment Management reported no remaining Axos Financial position as of Q4 2018 after selling out during the quarter.
  • William Blair Investment Management sold 197,376 Axos Financial shares in Q4 2018, an estimated $6.79M.
  • William Blair Investment Management first reported a position in Axos Financial in Q4 2015 and held it in 12 quarters.
  • William Blair Investment Management's Axos Financial position peaked at $12.1M in Q3 2017.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2018.

Based on William Blair Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.