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Leuthold Group’s American Express AXP Stock Holding History

Leuthold 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
2014
Q1 		– Sell
-84,524
Closed -$7.67M – 193
2013
Q4 		$7.67M Buy
84,524
+14,655
+21% +$1.2M 0.69% 45
2013
Q3 		$5.28M Sell
69,869
-3,551
-5% -$267K 0.49% 69
2013
Q2 		$5.49M Buy
+73,420
New +$5.22M 0.51% 65

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leuthold Group's AXP Position: Q1 2014 in Review

Leuthold Group sold out of American Express (AXP) in Q1 2014, closing a stake of 84,524 shares — an estimated $7.67M sold.

Leuthold Group first reported a position in AXP in Q2 2013 and held it in 3 quarters. The position peaked at $7.67M in Q4 2013. 1,219 funds tracked by Wall St. Rank hold AXP as of Q1 2014.

  • Leuthold Group reported no remaining American Express position as of Q1 2014 after selling out during the quarter.
  • Leuthold Group sold 84,524 American Express shares in Q1 2014, an estimated $7.67M.
  • Leuthold Group first reported a position in American Express in Q2 2013 and held it in 3 quarters.
  • Leuthold Group's American Express position peaked at $7.67M in Q4 2013.
  • 1,219 funds tracked by Wall St. Rank held American Express as of Q1 2014.

Based on Leuthold Group's 13F filing for Q1 2014, filed 15 May 2014.