Ownership history in MARSHALL WACE, LLP Β· 11 quarters on record
This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in AXOS FINANCIAL I (AX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MARSHALL WACE, LLP outperformed the S&P 500 by +25.1% annually on this AX position. Timing score: 50% (5/10 decisions correct). Average cost basis: $32.09. Maximum drawdown during holding period: β35.9%.
π₯ Exceptional β beat the S&P 500 by 25.1% per year on this position.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $22.08 (2020 Q2) Β· Worst: $84.65 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 4 trims. Bought during 3 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size