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Fiduciary Management Inc’s American Express AXP Stock Holding History

Fiduciary Management Inc’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
2017
Q2 		– Sell
-3,783,205
Closed -$299M – 72
2017
Q1 		$299M Sell
3,783,205
-1,223,133
-24% -$95.6M 1.73% 25
2016
Q4 		$371M Sell
5,006,338
-270,976
-5% -$18.8M 2.27% 21
2016
Q3 		$338M Sell
5,277,314
-397,908
-7% -$25.6M 2.12% 25
2016
Q2 		$345M Sell
5,675,222
-202,002
-3% -$12.8M 2.1% 23
2016
Q1 		$361M Sell
5,877,224
-548,778
-9% -$31.9M 2.13% 22
2015
Q4 		$447M Sell
6,426,002
-301,005
-4% -$21.9M 2.54% 20
2015
Q3 		$499M Sell
6,727,007
-69,911
-1% -$5.38M 2.76% 18
2015
Q2 		$528M Sell
6,796,918
-194,735
-3% -$15.4M 2.75% 19
2015
Q1 		$546M Sell
6,991,653
-72,268
-1% -$6M 2.83% 19
2014
Q4 		$657M Sell
7,063,921
-113,348
-2% -$10.2M 3.27% 8
2014
Q3 		$628M Sell
7,177,269
-254,272
-3% -$22.9M 3.39% 13
2014
Q2 		$705M Sell
7,431,541
-164,478
-2% -$14.8M 3.7% 9
2014
Q1 		$684M Sell
7,596,019
-198,535
-3% -$17.7M 3.69% 10
2013
Q4 		$707M Buy
7,794,554
+946,362
+14% +$77.7M 3.71% 11
2013
Q3 		$517M Buy
6,848,192
+48,181
+0.7% +$3.62M 3.16% 17
2013
Q2 		$508M Buy
+6,800,011
New +$484M 3.17% 14

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fiduciary Management Inc's AXP Position: Q2 2017 in Review

Fiduciary Management Inc sold out of American Express (AXP) in Q2 2017, closing a stake of 3,783,205 shares — an estimated $299M sold.

Fiduciary Management Inc first reported a position in AXP in Q2 2013 and held it in 16 quarters. The position peaked at $707M in Q4 2013. 1,263 funds tracked by Wall St. Rank hold AXP as of Q2 2017.

  • Fiduciary Management Inc reported no remaining American Express position as of Q2 2017 after selling out during the quarter.
  • Fiduciary Management Inc sold 3,783,205 American Express shares in Q2 2017, an estimated $299M.
  • Fiduciary Management Inc first reported a position in American Express in Q2 2013 and held it in 16 quarters.
  • Fiduciary Management Inc's American Express position peaked at $707M in Q4 2013.
  • 1,263 funds tracked by Wall St. Rank held American Express as of Q2 2017.

Based on Fiduciary Management Inc's 13F filing for Q2 2017, filed 11 Aug 2017.