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FSI Group’s American Express AXP Stock Holding History

FSI Group’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
-53,960
Closed -$6.72M – 23
2019
Q4 		$6.72M Sell
53,960
-977
-2% -$117K 8.62% 6
2019
Q3 		$6.5M Sell
54,937
-6,057
-10% -$743K 8.97% 4
2019
Q2 		$7.53M Buy
+60,994
New +$7.16M 8.94% 3
2014
Q3 		– Sell
-74,795
Closed -$7.09M – 74
2014
Q2 		$7.09M Buy
74,795
+31,583
+73% +$2.85M 2.29% 18
2014
Q1 		$3.89M Buy
+43,212
New +$3.86M 1.32% 27
2013
Q3 		– Sell
-105,000
Closed -$7.85M – 62
2013
Q2 		$7.85M Buy
+105,000
New +$7.47M 3.1% 10

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

FSI Group's AXP Position: Q1 2020 in Review

FSI Group sold out of American Express (AXP) in Q1 2020, closing a stake of 53,960 shares — an estimated $6.72M sold.

FSI Group first reported a position in AXP in Q2 2013 and held it in 6 quarters. The position peaked at $7.85M in Q2 2013. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • FSI Group reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • FSI Group sold 53,960 American Express shares in Q1 2020, an estimated $6.72M.
  • FSI Group first reported a position in American Express in Q2 2013 and held it in 6 quarters.
  • FSI Group's American Express position peaked at $7.85M in Q2 2013.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on FSI Group's 13F filing for Q1 2020, filed 23 Apr 2020.