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Foresters Investment Management’s American Express AXP Stock Holding History

Foresters Investment 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
2019
Q3 		$27M Sell
228,476
-50,850
-18% -$6.24M 0.54% 58
2019
Q2 		$34.5M Sell
279,326
-25,950
-9% -$3.05M 0.62% 46
2019
Q1 		$33.4M Sell
305,276
-154,200
-34% -$16.2M 0.58% 48
2018
Q4 		$43.8M Sell
459,476
-54,950
-11% -$5.75M 0.83% 23
2018
Q3 		$54.8M Sell
514,426
-94,400
-16% -$9.82M 0.87% 19
2018
Q2 		$59.7M Buy
608,826
+98,900
+19% +$9.72M 1.02% 7
2018
Q1 		$47.6M Buy
509,926
+27,507
+6% +$2.66M 0.79% 27
2017
Q4 		$47.9M Sell
482,419
-18,678
-4% -$1.78M 0.75% 24
2017
Q3 		$45.3M Buy
501,097
+469
+0.1% +$40.3K 0.74% 29
2017
Q2 		$42.2M Buy
500,628
+47,002
+10% +$3.72M 0.71% 37
2017
Q1 		$35.9M Buy
453,626
+9,500
+2% +$743K 0.63% 45
2016
Q4 		$33.3M Buy
444,126
+100
+0% +$6.92K 0.59% 55
2016
Q3 		$28.4M Hold
444,026
– – 0.53% 69
2016
Q2 		$27M Buy
444,026
+4,600
+1% +$291K 0.52% 66
2016
Q1 		$27M Buy
439,426
+11,900
+3% +$692K 0.55% 66
2015
Q4 		$29.7M Hold
427,526
– – 0.6% 57
2015
Q3 		$31.7M Sell
427,526
-600
-0.1% -$46.2K 0.68% 50
2015
Q2 		$33.3M Buy
428,126
+6,650
+2% +$528K 0.63% 55
2015
Q1 		$32.9M Buy
421,476
+25,170
+6% +$2.09M 0.64% 52
2014
Q4 		$36.9M Hold
396,306
– – 0.74% 42
2014
Q3 		$34.7M Buy
396,306
+5,000
+1% +$450K 0.73% 46
2014
Q2 		$37.1M Buy
391,306
+5,500
+1% +$496K 0.76% 43
2014
Q1 		$34.7M Buy
385,806
+5,000
+1% +$447K 0.75% 36
2013
Q4 		$34.6M Buy
380,806
+1,700
+0.4% +$140K 0.75% 42
2013
Q3 		$28.6M Buy
379,106
+25,000
+7% +$1.88M 0.7% 50
2013
Q2 		$26.5M Buy
+354,106
New +$25.2M 0.8% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foresters Investment Management's AXP Position: Q3 2019 in Review

Foresters Investment Management reduced its American Express (AXP) stake by 18% in Q3 2019, selling an estimated $6.24M and leaving 228,476 shares worth $27M. The position accounts for 0.54% of the portfolio, ranked #58.

Foresters Investment Management first reported a position in AXP in Q2 2013 and has held it in 26 quarters since. The position peaked at $59.7M in Q2 2018. 1,580 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

  • Foresters Investment Management held 228,476 shares of American Express worth $27M as of Q3 2019.
  • Foresters Investment Management sold 50,850 American Express shares in Q3 2019, an estimated $6.24M.
  • American Express made up 0.54% of Foresters Investment Management's portfolio in Q3 2019, its #58 holding.
  • Foresters Investment Management first reported a position in American Express in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's American Express position peaked at $59.7M in Q2 2018.
  • 1,580 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.