MPA
AXP icon

Marvin & Palmer Associates’s American Express AXP Stock Holding History

Marvin & Palmer Associates’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
-45,476
Closed -$5.66M – 30
2019
Q4 		$5.66M Sell
45,476
-890
-2% -$106K 3.34% 21
2019
Q3 		$5.48M Buy
46,366
+1,148
+3% +$141K 3.61% 20
2019
Q2 		$5.58M Buy
45,218
+3,583
+9% +$421K 3.7% 18
2019
Q1 		$4.55M Hold
41,635
– – 3.55% 18
2018
Q4 		$3.97M Buy
+41,635
New +$4.36M 3.42% 19
2014
Q4 		– Sell
-8,900
Closed -$779K – 59
2014
Q3 		$779K Sell
8,900
-1,300
-13% -$117K 0.79% 43
2014
Q2 		$968K Sell
10,200
-10,245
-50% -$924K 0.84% 52
2014
Q1 		$1.84M Buy
20,445
+3,345
+20% +$299K 1.61% 22
2013
Q4 		$1.55M Sell
17,100
-400
-2% -$32.9K 0.93% 47
2013
Q3 		$1.32M Sell
17,500
-5,400
-24% -$406K 0.87% 49
2013
Q2 		$1.71M Buy
+22,900
New +$1.63M 0.93% 48

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Marvin & Palmer Associates's AXP Position: Q1 2020 in Review

Marvin & Palmer Associates sold out of American Express (AXP) in Q1 2020, closing a stake of 45,476 shares — an estimated $5.66M sold.

Marvin & Palmer Associates first reported a position in AXP in Q2 2013 and held it in 11 quarters. The position peaked at $5.66M in Q4 2019. 1,542 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Marvin & Palmer Associates reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Marvin & Palmer Associates sold 45,476 American Express shares in Q1 2020, an estimated $5.66M.
  • Marvin & Palmer Associates first reported a position in American Express in Q2 2013 and held it in 11 quarters.
  • Marvin & Palmer Associates's American Express position peaked at $5.66M in Q4 2019.
  • 1,542 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Marvin & Palmer Associates's 13F filing for Q1 2020, filed 12 May 2020.