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Liberty Mutual Group Asset Management’s American Express AXP Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-28,544
Closed -$3.04M – 96
2018
Q3 		$3.04M Hold
28,544
– – 0.06% 96
2018
Q2 		$2.8M Sell
28,544
-699
-2% -$68.7K 0.07% 99
2018
Q1 		$2.73M Hold
29,243
– – 0.08% 102
2017
Q4 		$2.9M Sell
29,243
-3,014
-9% -$287K 0.09% 101
2017
Q3 		$2.92M Sell
32,257
-17,206
-35% -$1.48M 0.16% 104
2017
Q2 		$4.17M Buy
49,463
+4,118
+9% +$326K 0.17% 99
2017
Q1 		$3.59M Sell
45,345
-13,232
-23% -$1.03M 0.14% 136
2016
Q4 		$4.34M Buy
58,577
+931
+2% +$64.5K 0.15% 107
2016
Q3 		$3.69M Sell
57,646
-139
-0.2% -$8.93K 0.13% 130
2016
Q2 		$3.51M Buy
57,785
+3,186
+6% +$202K 0.13% 136
2016
Q1 		$3.35M Buy
54,599
+3,862
+8% +$225K 0.14% 127
2015
Q4 		$3.53M Buy
50,737
+12,021
+31% +$875K 0.14% 167
2015
Q3 		$2.87M Sell
38,716
-159
-0.4% -$12.2K 0.11% 178
2015
Q2 		$3.02M Sell
38,875
-16,854
-30% -$1.34M 0.1% 196
2015
Q1 		$4.35M Buy
55,729
+2,543
+5% +$211K 0.13% 132
2014
Q4 		$4.95M Buy
53,186
+3,010
+6% +$270K 0.16% 98
2014
Q3 		$4.39M Sell
50,176
-991
-2% -$89.2K 0.14% 119
2014
Q2 		$4.85M Sell
51,167
-232
-0.5% -$20.9K 0.15% 97
2014
Q1 		$4.63M Buy
51,399
+2,520
+5% +$225K 0.15% 93
2013
Q4 		$4.44M Sell
48,879
-7,142
-13% -$587K 0.16% 101
2013
Q3 		$4.23M Buy
56,021
+10,359
+23% +$779K 0.16% 106
2013
Q2 		$3.41M Buy
+45,662
New +$3.25M 0.13% 175

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Liberty Mutual Group Asset Management's AXP Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of American Express (AXP) in Q4 2018, closing a stake of 28,544 shares — an estimated $3.04M sold.

Liberty Mutual Group Asset Management first reported a position in AXP in Q2 2013 and held it in 22 quarters. The position peaked at $4.95M in Q4 2014. 1,525 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining American Express position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 28,544 American Express shares in Q4 2018, an estimated $3.04M.
  • Liberty Mutual Group Asset Management first reported a position in American Express in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's American Express position peaked at $4.95M in Q4 2014.
  • 1,525 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.