Winton Group’s AXIA Energia AXIA Stock Holding History

Winton Group’s Portfolio AXIA Stock Details AXIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,938	Closed	-$150K	–	677
2023 Q4	$150K	Buy	21,938 +7,823	+55%	+$48K	0.01%	676
2023 Q3	$81.7K	Sell	14,115 -3,298	-19%	-$19.6K	0.01%	726
2023 Q2	$114K	Buy	+17,413	New	+$99.8K	0.01%	708

Other funds holding AXIA

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winton Group's AXIA Position: Q1 2024 in Review

Winton Group sold out of AXIA Energia (AXIA) in Q1 2024, closing a stake of 21,938 shares — an estimated $150K sold.

Winton Group first reported a position in AXIA in Q2 2023 and held it in 3 quarters. The position peaked at $150K in Q4 2023. 114 funds tracked by Wall St. Rank hold AXIA as of Q1 2024.

Winton Group reported no remaining AXIA Energia position as of Q1 2024 after selling out during the quarter.
Winton Group sold 21,938 AXIA Energia shares in Q1 2024, an estimated $150K.
Winton Group first reported a position in AXIA Energia in Q2 2023 and held it in 3 quarters.
Winton Group's AXIA Energia position peaked at $150K in Q4 2023.
114 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.