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Madison Investment Holdings’s American Express AXP Stock Holding History

Madison Investment Holdings’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
2019
Q3 		$13.2M Sell
111,905
-3,700
-3% -$454K 0.22% 114
2019
Q2 		$14.3M Buy
115,605
+46,385
+67% +$5.45M 0.25% 113
2019
Q1 		$7.57M Buy
69,220
+2,500
+4% +$263K 0.14% 136
2018
Q4 		$6.36M Buy
+66,720
New +$6.98M 0.13% 142

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 $3.37T AUM 44.26% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Madison Investment Holdings's AXP Position: Q3 2019 in Review

Madison Investment Holdings reduced its American Express (AXP) stake by 3.2% in Q3 2019, selling an estimated $454K and leaving 111,905 shares worth $13.2M. The position accounts for 0.22% of the portfolio, ranked #114.

Madison Investment Holdings first reported a position in AXP in Q4 2018 and has held it in 4 quarters since. The position peaked at $14.3M in Q2 2019. 1,581 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

  • Madison Investment Holdings held 111,905 shares of American Express worth $13.2M as of Q3 2019.
  • Madison Investment Holdings sold 3,700 American Express shares in Q3 2019, an estimated $454K.
  • American Express made up 0.22% of Madison Investment Holdings's portfolio in Q3 2019, its #114 holding.
  • Madison Investment Holdings first reported a position in American Express in Q4 2018 and has held it in 4 quarters since.
  • Madison Investment Holdings's American Express position peaked at $14.3M in Q2 2019.
  • 1,581 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.