Jupiter Investment Management’s American Express AXP Stock Holding History

Jupiter 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
2020 Q1	–	Sell	-31,053	Closed	-$3.87M	–	372
2019 Q4	$3.87M	Sell	31,053 -158,295	-84%	-$18.9M	0.05%	246
2019 Q3	$22.4M	Buy	+189,348	New	+$23.2M	0.29%	103
2018 Q3	–	Sell	-77,997	Closed	-$7.64M	–	367
2018 Q2	$7.64M	Buy	77,997 +4,531	+6%	+$445K	0.05%	182
2018 Q1	$6.85M	Buy	73,466 +19,679	+37%	+$1.91M	0.05%	174
2017 Q4	$5.34M	Buy	53,787 +17,135	+47%	+$1.63M	0.05%	180
2017 Q3	$3.31M	Buy	+36,652	New	+$3.15M	0.03%	183
2017 Q2	–	Sell	-130,618	Closed	-$10.3M	–	410
2017 Q1	$10.3M	Sell	130,618 -78,393	-38%	-$6.13M	0.15%	113
2016 Q4	$15.5M	Buy	209,011 +42,702	+26%	+$2.96M	0.27%	98
2016 Q3	$10.7M	Sell	166,309 -27,434	-14%	-$1.76M	0.18%	109
2016 Q2	$11.8M	Buy	193,743 +60,836	+46%	+$3.85M	0.22%	114
2016 Q1	$8.16M	Buy	+132,907	New	+$7.73M	0.17%	145
2014 Q4	–	Sell	-2,200	Closed	-$192K	–	335
2014 Q3	$192K	Buy	+2,200	New	+$198K	0.01%	288
2014 Q1	–	Sell	-12,400	Closed	-$1.13M	–	337
2013 Q4	$1.13M	Sell	12,400 -1,300	-9%	-$107K	0.09%	217
2013 Q3	$1.03M	Sell	13,700 -51,100	-79%	-$3.84M	0.1%	214
2013 Q2	$4.84M	Buy	+64,800	New	+$4.61M	0.58%	64

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Jupiter Investment Management's AXP Position: Q1 2020 in Review

Jupiter Investment Management sold out of American Express (AXP) in Q1 2020, closing a stake of 31,053 shares — an estimated $3.87M sold.

Jupiter Investment Management first reported a position in AXP in Q2 2013 and held it in 15 quarters. The position peaked at $22.4M in Q3 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

Jupiter Investment Management reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 31,053 American Express shares in Q1 2020, an estimated $3.87M.
Jupiter Investment Management first reported a position in American Express in Q2 2013 and held it in 15 quarters.
Jupiter Investment Management's American Express position peaked at $22.4M in Q3 2019.
1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.