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Cypress Asset Management’s American Express AXP Stock Holding History

Cypress Asset Management’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
-5,875
Closed -$731K – 117
2019
Q4 		$731K Buy
5,875
+2,750
+88% +$329K 0.25% 94
2019
Q3 		$370K Buy
3,125
+125
+4% +$15.3K 0.13% 114
2019
Q2 		$370K Hold
3,000
– – 0.13% 117
2019
Q1 		$328K Sell
3,000
-50
-2% -$5.25K 0.11% 126
2018
Q4 		$291K Sell
3,050
-125
-4% -$13.1K 0.11% 129
2018
Q3 		$338K Buy
3,175
+100
+3% +$10.4K 0.1% 145
2018
Q2 		$301K Hold
3,075
– – 0.09% 152
2018
Q1 		$287K Sell
3,075
-550
-15% -$53.3K 0.08% 149
2017
Q4 		$360K Buy
3,625
+75
+2% +$7.14K 0.08% 145
2017
Q3 		$321K Sell
3,550
-300
-8% -$25.8K 0.07% 157
2017
Q2 		$324K Sell
3,850
-100
-3% -$7.91K 0.07% 154
2017
Q1 		$312K Sell
3,950
-700
-15% -$54.7K 0.06% 175
2016
Q4 		$344K Sell
4,650
-1,700
-27% -$118K 0.07% 170
2016
Q3 		$407K Sell
6,350
-685
-10% -$44K 0.08% 147
2016
Q2 		$427K Sell
7,035
-14,875
-68% -$942K 0.08% 145
2016
Q1 		$1.34M Sell
21,910
-245
-1% -$14.3K 0.27% 92
2015
Q4 		$1.54M Sell
22,155
-2,475
-10% -$180K 0.31% 88
2015
Q3 		$1.83M Sell
24,630
-1,075
-4% -$82.7K 0.38% 75
2015
Q2 		$2M Sell
25,705
-1,250
-5% -$99.2K 0.38% 76
2015
Q1 		$2.11M Buy
26,955
+6,855
+34% +$570K 0.39% 75
2014
Q4 		$1.87M Buy
20,100
+2,340
+13% +$210K 0.34% 76
2014
Q3 		$1.55M Buy
17,760
+11,700
+193% +$1.05M 0.28% 89
2014
Q2 		$575K Buy
6,060
+800
+15% +$72.1K 0.1% 129
2014
Q1 		$474K Buy
5,260
+218
+4% +$19.5K 0.09% 134
2013
Q4 		$457K Buy
5,042
+392
+8% +$32.2K 0.08% 142
2013
Q3 		$351K Buy
4,650
+650
+16% +$48.9K 0.07% 147
2013
Q2 		$299K Buy
+4,000
New +$285K 0.06% 161

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Cypress Asset Management's AXP Position: Q1 2020 in Review

Cypress Asset Management sold out of American Express (AXP) in Q1 2020, closing a stake of 5,875 shares — an estimated $731K sold.

Cypress Asset Management first reported a position in AXP in Q2 2013 and held it in 27 quarters. The position peaked at $2.11M in Q1 2015. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Cypress Asset Management reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Cypress Asset Management sold 5,875 American Express shares in Q1 2020, an estimated $731K.
  • Cypress Asset Management first reported a position in American Express in Q2 2013 and held it in 27 quarters.
  • Cypress Asset Management's American Express position peaked at $2.11M in Q1 2015.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Cypress Asset Management's 13F filing for Q1 2020, filed 7 May 2020.