Egerton Capital (UK)’s American Express AXP Stock Holding History

Egerton Capital (UK)’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 Q2	–	Sell	-1,981,715	Closed	-$170M	–	29
2020 Q1	$170M	Sell	1,981,715 -1,285,509	-39%	-$150M	1.75%	20
2019 Q4	$407M	Sell	3,267,224 -266,316	-8%	-$31.8M	2.91%	15
2019 Q3	$418M	Sell	3,533,540 -4,527,476	-56%	-$555M	2.99%	15
2019 Q2	$995M	Sell	8,061,016 -1,307,721	-14%	-$154M	7.28%	3
2019 Q1	$1.02B	Buy	9,368,737 +1,452,890	+18%	+$153M	7.23%	3
2018 Q4	$755M	Buy	+7,915,847	New	+$828M	6.28%	4
2014 Q2	–	Sell	-5,515,424	Closed	-$497M	–	34
2014 Q1	$497M	Sell	5,515,424 -1,083,772	-16%	-$96.8M	7.56%	3
2013 Q4	$599M	Sell	6,599,196 -182,251	-3%	-$15M	9.03%	2
2013 Q3	$512M	Sell	6,781,447 -421,373	-6%	-$31.7M	9.36%	2
2013 Q2	$538M	Buy	+7,202,820	New	+$512M	11.96%	2

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Egerton Capital (UK)'s AXP Position: Q2 2020 in Review

Egerton Capital (UK) sold out of American Express (AXP) in Q2 2020, closing a stake of 1,981,715 shares — an estimated $170M sold.

Egerton Capital (UK) first reported a position in AXP in Q2 2013 and held it in 10 quarters. The position peaked at $1.02B in Q1 2019. 1,579 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

Egerton Capital (UK) reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
Egerton Capital (UK) sold 1,981,715 American Express shares in Q2 2020, an estimated $170M.
Egerton Capital (UK) first reported a position in American Express in Q2 2013 and held it in 10 quarters.
Egerton Capital (UK)'s American Express position peaked at $1.02B in Q1 2019.
1,579 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Egerton Capital (UK)'s 13F filing for Q2 2020, filed 12 Aug 2020.