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Jensen Investment Management’s American Express AXP Stock Holding History

Jensen 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
2017
Q1 		– Sell
-5,750
Closed -$426K – 100
2016
Q4 		$426K Sell
5,750
-1,350
-19% -$93.5K 0.01% 68
2016
Q3 		$455K Buy
+7,100
New +$456K 0.01% 76
2016
Q2 		– Sell
-7,170
Closed -$440K – 106
2016
Q1 		$440K Buy
+7,170
New +$417K 0.01% 52

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Jensen Investment Management's AXP Position: Q1 2017 in Review

Jensen Investment Management sold out of American Express (AXP) in Q1 2017, closing a stake of 5,750 shares — an estimated $426K sold.

Jensen Investment Management first reported a position in AXP in Q1 2016 and held it in 3 quarters. The position peaked at $455K in Q3 2016. 1,253 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

  • Jensen Investment Management reported no remaining American Express position as of Q1 2017 after selling out during the quarter.
  • Jensen Investment Management sold 5,750 American Express shares in Q1 2017, an estimated $426K.
  • Jensen Investment Management first reported a position in American Express in Q1 2016 and held it in 3 quarters.
  • Jensen Investment Management's American Express position peaked at $455K in Q3 2016.
  • 1,253 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on Jensen Investment Management's 13F filing for Q1 2017, filed 9 May 2017.