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Aperio Group’s American Express AXP Stock Holding History

Aperio Group’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$65.3M Buy
540,403
+14,705
+3% +$1.63M 0.19% 89
2020
Q3 		$52.7M Buy
525,698
+12,226
+2% +$1.2M 0.18% 102
2020
Q2 		$48.9M Sell
513,472
-40,473
-7% -$3.73M 0.18% 106
2020
Q1 		$47.4M Sell
553,945
-22,213
-4% -$2.58M 0.21% 86
2019
Q4 		$71.7M Sell
576,158
-9,513
-2% -$1.14M 0.26% 68
2019
Q3 		$69.3M Buy
585,671
+19,238
+3% +$2.36M 0.27% 67
2019
Q2 		$69.9M Buy
566,433
+16,907
+3% +$1.99M 0.29% 63
2019
Q1 		$60.1M Sell
549,526
-9,535
-2% -$1M 0.26% 74
2018
Q4 		$53.3M Buy
559,061
+9,827
+2% +$1.03M 0.27% 71
2018
Q3 		$58.5M Buy
549,234
+10,078
+2% +$1.05M 0.26% 76
2018
Q2 		$52.8M Buy
539,156
+25,942
+5% +$2.55M 0.25% 75
2018
Q1 		$47.9M Buy
513,214
+10,458
+2% +$1.01M 0.24% 84
2017
Q4 		$49.9M Buy
502,756
+12,196
+2% +$1.16M 0.25% 75
2017
Q3 		$44.4M Buy
490,560
+16,176
+3% +$1.39M 0.25% 85
2017
Q2 		$40M Buy
474,384
+35,528
+8% +$2.81M 0.24% 86
2017
Q1 		$34.7M Buy
438,856
+1,813
+0.4% +$142K 0.24% 93
2016
Q4 		$32.4M Buy
437,043
+423
+0.1% +$29.3K 0.25% 86
2016
Q3 		$28M Buy
436,620
+20,059
+5% +$1.29M 0.2% 112
2016
Q2 		$25.3M Buy
416,561
+61,575
+17% +$3.9M 0.2% 116
2016
Q1 		$21.8M Buy
354,986
+55,957
+19% +$3.26M 0.19% 131
2015
Q4 		$20.8M Sell
299,029
-55,669
-16% -$4.05M 0.19% 127
2015
Q3 		$26.3M Buy
354,698
+44,163
+14% +$3.4M 0.27% 81
2015
Q2 		$24.1M Buy
310,535
+25,795
+9% +$2.05M 0.25% 86
2015
Q1 		$22.2M Sell
284,740
-11,970
-4% -$994K 0.25% 90
2014
Q4 		$27.6M Buy
296,710
+3,820
+1% +$342K 0.34% 55
2014
Q3 		$25.6M Buy
292,890
+22,271
+8% +$2.01M 0.35% 56
2014
Q2 		$25.7M Buy
270,619
+8,090
+3% +$729K 0.37% 49
2014
Q1 		$23.6M Buy
+262,529
New +$23.5M 0.33% 49
2013
Q4 		– Sell
-238,595
Closed -$19.6M – 46
2013
Q3 		$18M Buy
238,595
+22,905
+11% +$1.72M 0.35% 44
2013
Q2 		$16.1M Buy
+215,690
New +$15.3M 0.38% 39

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's AXP Position: Q4 2020 in Review

Aperio Group increased its American Express (AXP) stake by 2.8% in Q4 2020, buying an estimated $1.63M and bringing the position to 540,403 shares worth $65.3M. The position accounts for 0.19% of the portfolio, ranked #89.

Aperio Group first reported a position in AXP in Q2 2013 and has held it in 30 quarters since. The position peaked at $71.7M in Q4 2019. 1,722 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

  • Aperio Group held 540,403 shares of American Express worth $65.3M as of Q4 2020.
  • Aperio Group bought 14,705 American Express shares in Q4 2020, an estimated $1.63M.
  • American Express made up 0.19% of Aperio Group's portfolio in Q4 2020, its #89 holding.
  • Aperio Group first reported a position in American Express in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's American Express position peaked at $71.7M in Q4 2019.
  • 1,722 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.