Epoch Investment Partners, Inc. Axos Financial, Inc. Transaction History

Epoch Investment Partners, Inc.

$21.8 Billion
Q1 2024

A detailed history of Epoch Investment Partners, Inc. transactions in Axos Financial, Inc. stock. As of the latest transaction made, Epoch Investment Partners, Inc. holds 144,877 shares of AX stock, worth $8.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

144,877

Holding current value

$8.28 Million

% of portfolio

0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$49.23 - $56.88 $7.13 Million - $8.24 Million	144,877 New	144,877 $7.83 Million
Q2 2023 Aug 11, 2023	BUY	$35.71 - $42.55 $6.42 Million - $7.65 Million	179,762 Added 23.81%	934,813 $36.9 Million
Q1 2023 May 12, 2023	SELL	$34.0 - $51.14 $4.3 Million - $6.47 Million	-126,432 Reduced 14.34%	755,051 $27.9 Million
Q4 2022 Feb 13, 2023	SELL	$34.82 - $42.64 $1.31 Million - $1.61 Million	-37,655 Reduced 4.1%	881,483 $33.7 Million
Q3 2022 Nov 14, 2022	SELL	$34.23 - $47.52 $566,985 - $787,121	-16,564 Reduced 1.77%	919,138 $31.5 Million

Q2 2022 Aug 15, 2022	SELL	$34.31 - $46.03 $9,915 - $13,302	-289 Reduced 0.03%	935,702 $33.5 Million
Q1 2022 May 13, 2022	BUY	$46.39 - $60.53 $4.7 Million - $6.13 Million	101,316 Added 12.14%	935,991 $43.4 Million
Q4 2021 Feb 11, 2022	SELL	$51.04 - $62.14 $12.1 Million - $14.7 Million	-236,749 Reduced 22.1%	834,675 $46.7 Million
Q3 2021 Nov 12, 2021	BUY	$44.69 - $51.54 $47.9 Million - $55.2 Million	1,071,424 New	1,071,424 $55.2 Million
Q2 2021 Aug 13, 2021	SELL	$44.26 - $49.34 $12 Million - $13.4 Million	-271,433 Reduced 20.29%	1,066,367 $49.5 Million
Q1 2021 May 17, 2021	SELL	$36.82 - $52.77 $19.2 Million - $27.4 Million	-520,122 Reduced 27.99%	1,337,800 $62.9 Million
Q4 2020 Feb 12, 2021	SELL	$23.61 - $37.71 $47.6 Million - $76 Million	-2,015,878 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$19.55 - $25.38 $892,164 - $1.16 Million	-45,635 Reduced 2.21%	2,015,878 $47 Million
Q2 2020 Aug 13, 2020	SELL	$14.86 - $25.25 $3 Million - $5.1 Million	-201,998 Reduced 8.92%	2,061,513 $45.5 Million
Q1 2020 May 14, 2020	BUY	$14.59 - $30.45 $1.9 Million - $3.98 Million	130,557 Added 6.12%	2,263,511 $41 Million
Q4 2019 Feb 13, 2020	SELL	$26.49 - $30.71 $2.76 Million - $3.2 Million	-104,181 Reduced 4.66%	2,132,954 $64.6 Million
Q3 2019 Nov 13, 2019	BUY	$24.31 - $29.48 $12.3 Million - $14.9 Million	506,961 Added 29.3%	2,237,135 $61.9 Million
Q2 2019 Aug 13, 2019	BUY	$25.75 - $33.12 $7.62 Million - $9.81 Million	296,056 Added 20.64%	1,730,174 $47.1 Million
Q1 2019 May 14, 2019	SELL	$25.05 - $33.21 $1.84 Million - $2.43 Million	-73,296 Reduced 4.86%	1,434,118 $41.5 Million
Q4 2018 Feb 13, 2019	BUY	$24.43 - $36.09 $3.32 Million - $4.9 Million	135,842 Added 9.9%	1,507,414 $38 Million
Q3 2018 Nov 13, 2018	BUY	$33.99 - $42.78 $46.6 Million - $58.7 Million	1,371,572 New	1,371,572 $47.2 Million

Others Institutions Holding AX

# of Institutions

336

Shares Held

47.7M

Call Options Held

663K

Put Options Held

677K

View Full List

About Axos Financial, Inc.

Ticker AX
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,970,800
Market Cap $3.43B
Description
Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...

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Epoch Investment Partners, Inc. Axos Financial, Inc. Transaction History