Ziegler Capital Management’s Axos Financial AX Stock Holding History

Ziegler Capital 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
2023 Q2	–	Sell	-7,318	Closed	-$270K	–	399
2023 Q1	$270K	Buy	7,318 +1,434	+24%	+$61.9K	0.01%	385
2022 Q4	$225K	Sell	5,884 -8	-0.1%	-$305	0.01%	383
2022 Q3	$202K	Sell	5,892 -38	-0.6%	-$1.54K	0.01%	383
2022 Q2	$213K	Hold	5,930	–	–	0.01%	382
2022 Q1	$275K	Buy	+5,930	New	+$313K	0.01%	355

Other funds holding AX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Ziegler Capital Management's AX Position: Q2 2023 in Review

Ziegler Capital Management sold out of Axos Financial (AX) in Q2 2023, closing a stake of 7,318 shares — an estimated $270K sold.

Ziegler Capital Management first reported a position in AX in Q1 2022 and held it in 5 quarters. The position peaked at $275K in Q1 2022. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

Ziegler Capital Management reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
Ziegler Capital Management sold 7,318 Axos Financial shares in Q2 2023, an estimated $270K.
Ziegler Capital Management first reported a position in Axos Financial in Q1 2022 and held it in 5 quarters.
Ziegler Capital Management's Axos Financial position peaked at $275K in Q1 2022.
260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on Ziegler Capital Management's 13F filing for Q2 2023, filed 25 Jul 2023.