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AXIS CAPITAL HOLDINGS LTD

AXS

AXIS CAPITAL HOLDINGS LTD

AXIS CAPITAL HOLDINGS LTD historical holders

total: 3

Donald Smith & Co. AXIS CAPITAL HOLDINGS LTD transactions over time

Total transactions:
14
New positions:
1
Sold out:
1
Added:
4
Reduced:
8
Held since:
2015 Q4
Held for:
13 quarters
Latest activity:
2019 Q1
Donald Smith & Co. has been an institutional investor in AXIS CAPITAL HOLDINGS LTD (AXS) since 2015 Q4. According to 2026 Q1 report, Donald Smith & Co. doesn't hold any shares. The fund/company first acquired AXS in 2015 Q4, initially purchasing 630,308 shares. Since the initial investment, Donald Smith & Co. has made 13 more transactions in this position.

When did Donald Smith & Co. exit their AXS position?

Donald Smith & Co. no longer holds AXIS CAPITAL HOLDINGS LTD (AXS). They sold off their entire position in 2019 Q1, closing out an investment that began in 2015 Q4.

When did Donald Smith & Co. first invest in AXS?

Donald Smith & Co. first invested in AXIS CAPITAL HOLDINGS LTD (AXS) in 2015 Q4 at the reported quarter-end price of $56.22 per share, acquiring 630,308 shares in their initial purchase.

What is Donald Smith & Co.'s average cost basis for AXS?

Based on historical transaction data, Donald Smith & Co.'s estimated cost basis for AXIS CAPITAL HOLDINGS LTD (AXS) is approximately $54.02 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$54.02
Weighted AVG sell price:
$56.26

AXS transactions history by Donald Smith & Co.

14 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2019 Q1
0.00%
$51.64
-100% (-367,016)
2018 Q4
0.70%
$51.64
-60.01% (-550,686)
2018 Q3
1.65%
$57.71
-19.60% (-223,724)
2018 Q2
1.84%
$55.62
-41.87% (-822,262)
2018 Q1
3.02%
$57.57
+41.46% (+575,545)
2017 Q4
1.69%
$50.26
+241.39% (+981,532)
2017 Q3
0.56%
$57.31
-0.02% (-89)
2017 Q2
0.64%
$64.66
-0.01% (-53)
2017 Q1
0.70%
$67.03
-50.34% (-412,367)
2016 Q4
1.43%
$65.27
-0.05% (-412)
2016 Q3
1.22%
$54.33
-0.00% (-32)
2016 Q2
1.25%
$55.00
+0.70% (+5,700)
2016 Q1
1.26%
$55.46
+29.12% (+183,556)
2015 Q4
0.92%
$56.22
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.