Lion Street Advisors’s American Express AXP Stock Holding History

Lion Street Advisors’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 Q2	–	Sell	-133	Closed	-$11K	–	60
2020 Q1	$11K	Buy	+133	New	+$15.5K	0.06%	146

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Lion Street Advisors's AXP Position: Q2 2020 in Review

Lion Street Advisors sold out of American Express (AXP) in Q2 2020, closing a stake of 133 shares — an estimated $11K sold.

Lion Street Advisors first reported a position in AXP in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 1,579 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

Lion Street Advisors reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 133 American Express shares in Q2 2020, an estimated $11K.
Lion Street Advisors first reported a position in American Express in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's American Express position peaked at $11K in Q1 2020.
1,579 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.