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Independent Order of Foresters’s American Express AXP Stock Holding History

Independent Order of Foresters’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 		– Sell
-1,813
Closed -$224K – 6
2019
Q2 		$224K Sell
1,813
-310
-15% -$36.4K 0.21% 12
2019
Q1 		$232K Sell
2,123
-390
-16% -$41K 0.22% 11
2018
Q4 		$240K Sell
2,513
-30
-1% -$3.14K 0.26% 11
2018
Q3 		$271K Sell
2,543
-340
-12% -$35.4K 0.25% 14
2018
Q2 		$283K Sell
2,883
-1,210
-30% -$119K 0.4% 10
2018
Q1 		$382K Hold
4,093
– – 0.35% 55
2017
Q4 		$406K Sell
4,093
-2,620
-39% -$250K 0.36% 54
2017
Q3 		$607K Hold
6,713
– – 0.5% 43
2017
Q2 		$566K Sell
6,713
-360
-5% -$28.5K 0.47% 48
2017
Q1 		$560K Sell
7,073
-630
-8% -$49.3K 0.48% 48
2016
Q4 		$571K Hold
7,703
– – 0.48% 48
2016
Q3 		$493K Hold
7,703
– – 0.4% 53
2016
Q2 		$468K Hold
7,703
– – 0.35% 52
2016
Q1 		$473K Buy
7,703
+1,620
+27% +$94.2K 0.36% 56
2015
Q4 		$423K Sell
6,083
-1,042
-15% -$75.8K 0.33% 61
2015
Q3 		$528K Hold
7,125
– – 0.45% 49
2015
Q2 		$554K Buy
7,125
+3,425
+93% +$272K 0.53% 48
2015
Q1 		$289K Buy
+3,700
New +$307K 0.27% 73

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

Independent Order of Foresters's AXP Position: Q3 2019 in Review

Independent Order of Foresters sold out of American Express (AXP) in Q3 2019, closing a stake of 1,813 shares — an estimated $224K sold.

Independent Order of Foresters first reported a position in AXP in Q1 2015 and held it in 18 quarters. The position peaked at $607K in Q3 2017. 1,581 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

  • Independent Order of Foresters reported no remaining American Express position as of Q3 2019 after selling out during the quarter.
  • Independent Order of Foresters sold 1,813 American Express shares in Q3 2019, an estimated $224K.
  • Independent Order of Foresters first reported a position in American Express in Q1 2015 and held it in 18 quarters.
  • Independent Order of Foresters's American Express position peaked at $607K in Q3 2017.
  • 1,581 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on Independent Order of Foresters's 13F filing for Q3 2019, filed 8 Nov 2019.