Employers Holdings’s American Express AXP Stock Holding History

Employers Holdings’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
2021 Q1	$1.63M	Hold	11,501	–	–	0.96%	29
2020 Q4	$1.39M	Sell	11,501 -970	-8%	-$107K	0.84%	35
2020 Q3	$1.25M	Hold	12,471	–	–	0.84%	35
2020 Q2	$1.19M	Sell	12,471 -2,050	-14%	-$189K	0.67%	42
2020 Q1	$1.24M	Sell	14,521 -1,860	-11%	-$216K	0.86%	31
2019 Q4	$2.04M	Sell	16,381 -14,571	-47%	-$1.74M	1.07%	22
2019 Q3	$3.74M	Buy	30,952 +16,381	+112%	+$2.01M	1.92%	7
2019 Q2	$1.8M	Buy	+14,571	New	+$1.71M	1%	30

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Employers Holdings's AXP Position: Q1 2021 in Review

Employers Holdings held its American Express (AXP) position steady in Q1 2021 at 11,501 shares worth $1.63M. The position accounts for 0.96% of the portfolio, ranked #29.

Employers Holdings first reported a position in AXP in Q2 2019 and has held it in 8 quarters since. The position peaked at $3.74M in Q3 2019. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

Employers Holdings held 11,501 shares of American Express worth $1.63M as of Q1 2021.
Employers Holdings left its American Express share count unchanged in Q1 2021.
American Express made up 0.96% of Employers Holdings's portfolio in Q1 2021, its #29 holding.
Employers Holdings first reported a position in American Express in Q2 2019 and has held it in 8 quarters since.
Employers Holdings's American Express position peaked at $3.74M in Q3 2019.
1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Employers Holdings's 13F filing for Q1 2021, filed 30 Apr 2021.