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Fosun International’s American Express AXP Stock Holding History

Fosun International’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
-10,355
Closed -$1.3M – 197
2019
Q4 		$1.3M Sell
10,355
-700
-6% -$83.7K 0.11% 90
2019
Q3 		$1.31M Sell
11,055
-2,800
-20% -$343K 0.15% 78
2019
Q2 		$1.72M Sell
13,855
-500
-3% -$58.7K 0.11% 118
2019
Q1 		$1.57M Buy
14,355
+9,100
+173% +$956K 0.1% 121
2018
Q4 		$498K Buy
5,255
+1,755
+50% +$184K 0.03% 223
2018
Q3 		$377K Buy
+3,500
New +$364K 0.02% 195

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

Fosun International's AXP Position: Q1 2020 in Review

Fosun International sold out of American Express (AXP) in Q1 2020, closing a stake of 10,355 shares — an estimated $1.3M sold.

Fosun International first reported a position in AXP in Q3 2018 and held it in 6 quarters. The position peaked at $1.72M in Q2 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Fosun International reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Fosun International sold 10,355 American Express shares in Q1 2020, an estimated $1.3M.
  • Fosun International first reported a position in American Express in Q3 2018 and held it in 6 quarters.
  • Fosun International's American Express position peaked at $1.72M in Q2 2019.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Fosun International's 13F filing for Q1 2020, filed 11 May 2020.