British Steel Pension Fund’s American Express AXP Stock Holding History

British Steel Pension Fund’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 Q1	–	Sell	-1,628	Closed	-$203K	–	37
2019 Q4	$203K	Hold	1,628	–	–	0.04%	78
2019 Q3	$193K	Sell	1,628 -1,143	-41%	-$140K	0.03%	79
2019 Q2	$342K	Sell	2,771 -3,029	-52%	-$356K	0.05%	76
2019 Q1	$634K	Buy	+5,800	New	+$609K	0.11%	77
2016 Q1	–	Sell	-57,075	Closed	-$3.97M	–	209
2015 Q4	$3.97M	Buy	+57,075	New	+$4.15M	0.4%	75
2015 Q2	$4.71M	Hold	60,625	–	–	0.45%	64
2015 Q1	$4.74M	Hold	60,625	–	–	0.46%	63
2014 Q4	$5.64M	Hold	60,625	–	–	0.54%	50
2014 Q3	$5.31M	Sell	60,625 -3,987	-6%	-$359K	0.53%	51
2014 Q2	$6.13M	Hold	64,612	–	–	0.58%	45
2014 Q1	$5.82M	Sell	64,612 -4,501	-7%	-$402K	0.58%	47
2013 Q4	$6.27M	Sell	69,113 -4,459	-6%	-$366K	0.61%	46
2013 Q3	$5.56M	Sell	73,572 -4,661	-6%	-$351K	0.58%	49
2013 Q2	$5.85M	Buy	+78,233	New	+$5.57M	0.6%	48

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

British Steel Pension Fund's AXP Position: Q1 2020 in Review

British Steel Pension Fund sold out of American Express (AXP) in Q1 2020, closing a stake of 1,628 shares — an estimated $203K sold.

British Steel Pension Fund first reported a position in AXP in Q2 2013 and held it in 14 quarters. The position peaked at $6.27M in Q4 2013. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

British Steel Pension Fund reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
British Steel Pension Fund sold 1,628 American Express shares in Q1 2020, an estimated $203K.
British Steel Pension Fund first reported a position in American Express in Q2 2013 and held it in 14 quarters.
British Steel Pension Fund's American Express position peaked at $6.27M in Q4 2013.
1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.