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Guardian Life Insurance’s American Express AXP Stock Holding History

Guardian Life Insurance’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
-1,977
Closed -$246K – 48
2019
Q4 		$246K Sell
1,977
-15
-0.8% -$1.79K 0.06% 79
2019
Q3 		$236K Sell
1,992
-8
-0.4% -$981 0.04% 90
2019
Q2 		$247K Hold
2,000
– – 0.03% 89
2019
Q1 		$219K Hold
2,000
– – 0.03% 93
2018
Q4 		$191K Buy
2,000
+4
+0.2% +$419 0.03% 95
2018
Q3 		$213K Buy
1,996
+22
+1% +$2.29K 0.03% 91
2018
Q2 		$193K Buy
1,974
+316
+19% +$31.1K 0.03% 89
2018
Q1 		$155K Sell
1,658
-718
-30% -$69.5K 0.03% 93
2017
Q4 		$236K Buy
2,376
+709
+43% +$67.5K 0.05% 92
2017
Q3 		$151K Sell
1,667
-29
-2% -$2.49K 0.02% 97
2017
Q2 		$143K Sell
1,696
-1,229
-42% -$97.2K 0.02% 93
2017
Q1 		$231K Sell
2,925
-22
-0.7% -$1.72K 0.03% 100
2016
Q4 		$218K Sell
2,947
-77
-3% -$5.33K 0.03% 110
2016
Q3 		$194K Sell
3,024
-49
-2% -$3.15K 0.02% 146
2016
Q2 		$187K Sell
3,073
-22
-0.7% -$1.39K 0.01% 170
2016
Q1 		$190K Sell
3,095
-876
-22% -$51K 0.02% 164
2015
Q4 		$276K Sell
3,971
-1,006
-20% -$73.2K 0.03% 142
2015
Q3 		$369K Buy
4,977
+1,143
+30% +$87.9K 0.04% 136
2015
Q2 		$298K Hold
3,834
– – 0.03% 135
2015
Q1 		$300K Sell
3,834
-1,238
-24% -$103K 0.03% 144
2014
Q4 		$472K Sell
5,072
-48
-0.9% -$4.3K 0.05% 126
2014
Q3 		$448K Sell
5,120
-67
-1% -$6.03K 0.05% 121
2014
Q2 		$492K Hold
5,187
– – 0.05% 115
2014
Q1 		$467K Sell
5,187
-49
-0.9% -$4.38K 0.04% 124
2013
Q4 		$475K Sell
5,236
-6,206
-54% -$510K 0.04% 125
2013
Q3 		$864K Sell
11,442
-124
-1% -$9.33K 0.07% 124
2013
Q2 		$865K Buy
+11,566
New +$823K 0.08% 121

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

Guardian Life Insurance's AXP Position: Q1 2020 in Review

Guardian Life Insurance sold out of American Express (AXP) in Q1 2020, closing a stake of 1,977 shares — an estimated $246K sold.

Guardian Life Insurance first reported a position in AXP in Q2 2013 and held it in 27 quarters. The position peaked at $865K in Q2 2013. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Guardian Life Insurance reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 1,977 American Express shares in Q1 2020, an estimated $246K.
  • Guardian Life Insurance first reported a position in American Express in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's American Express position peaked at $865K in Q2 2013.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.