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Ariel Investments’s American Express AXP Stock Holding History

Ariel Investments’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
2019
Q2 		– Sell
-21,161
Closed -$2.31M – 154
2019
Q1 		$2.31M Sell
21,161
-68,868
-76% -$7.24M 0.03% 142
2018
Q4 		$8.58M Sell
90,029
-515,139
-85% -$53.9M 0.12% 112
2018
Q3 		$64.4M Sell
605,168
-275,744
-31% -$28.7M 0.71% 52
2018
Q2 		$86.3M Sell
880,912
-3,258
-0.4% -$320K 0.97% 35
2018
Q1 		$82.5M Sell
884,170
-31,078
-3% -$3.01M 0.94% 40
2017
Q4 		$90.9M Buy
915,248
+21,627
+2% +$2.06M 1.03% 35
2017
Q3 		$80.8M Buy
893,621
+33,363
+4% +$2.87M 0.94% 44
2017
Q2 		$72.5M Buy
860,258
+29,928
+4% +$2.37M 0.86% 46
2017
Q1 		$65.7M Hold
830,330
– – 0.77% 50
2016
Q4 		$61.5M Buy
830,330
+32,860
+4% +$2.27M 0.73% 54
2016
Q3 		$51.1M Sell
797,470
-22,983
-3% -$1.48M 0.62% 57
2016
Q2 		$49.9M Buy
820,453
+165,556
+25% +$10.5M 0.63% 55
2016
Q1 		$40.2M Buy
654,897
+469,488
+253% +$27.3M 0.48% 63
2015
Q4 		$12.9M Buy
185,409
+77,092
+71% +$5.61M 0.15% 102
2015
Q3 		$8.03M Buy
108,317
+57,906
+115% +$4.46M 0.1% 124
2015
Q2 		$3.92M Buy
50,411
+30,021
+147% +$2.38M 0.04% 161
2015
Q1 		$1.59M Buy
20,390
+13,308
+188% +$1.11M 0.02% 180
2014
Q4 		$659K Buy
7,082
+1,590
+29% +$143K 0.01% 188
2014
Q3 		$481K Buy
+5,492
New +$494K 0.01% 185

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ariel Investments's AXP Position: Q2 2019 in Review

Ariel Investments sold out of American Express (AXP) in Q2 2019, closing a stake of 21,161 shares — an estimated $2.31M sold.

Ariel Investments first reported a position in AXP in Q3 2014 and held it in 19 quarters. The position peaked at $90.9M in Q4 2017. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

  • Ariel Investments reported no remaining American Express position as of Q2 2019 after selling out during the quarter.
  • Ariel Investments sold 21,161 American Express shares in Q2 2019, an estimated $2.31M.
  • Ariel Investments first reported a position in American Express in Q3 2014 and held it in 19 quarters.
  • Ariel Investments's American Express position peaked at $90.9M in Q4 2017.
  • 1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on Ariel Investments's 13F filing for Q2 2019, filed 14 Aug 2019.