Mercer Capital Advisers’s American Express AXP Stock Holding History

Mercer Capital Advisers’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
2021 Q3	$5.43M	Sell	32,399 -950	-3%	-$159K	2.9%	9
2021 Q2	$5.51M	Sell	33,349 -45	-0.1%	-$7.05K	2.75%	9
2021 Q1	$4.72M	Sell	33,394 -1,434	-4%	-$189K	2.53%	10
2020 Q4	$4.21M	Sell	34,828 -1,125	-3%	-$125K	2.33%	11
2020 Q3	$3.6M	Sell	35,953 -1,609	-4%	-$158K	2.21%	12
2020 Q2	$3.58M	Buy	37,562 +21	+0.1%	+$1.93K	2.28%	11
2020 Q1	$3.21M	Buy	37,541 +4,737	+14%	+$551K	2.37%	12
2019 Q4	$4.08M	Sell	32,804 -99	-0.3%	-$11.8K	2.45%	10
2019 Q3	$3.89M	Hold	32,903	–	–	2.48%	10
2019 Q2	$4.06M	Buy	32,903 +1	+0%	+$117	2.63%	10
2019 Q1	$3.6M	Hold	32,902	–	–	2.41%	11
2018 Q4	$3.14M	Sell	32,902 -24	-0.1%	-$2.51K	2.32%	12
2018 Q3	$3.51M	Sell	32,926 -194	-0.6%	-$20.2K	2.34%	10
2018 Q2	$3.25M	Sell	33,120 -265	-0.8%	-$26K	2.34%	12
2018 Q1	$3.11M	Buy	33,385 +276	+0.8%	+$26.7K	2.29%	12
2017 Q4	$3.29M	Hold	33,109	–	–	2.38%	14
2017 Q3	$3M	Sell	33,109 -39	-0.1%	-$3.35K	2.22%	14
2017 Q2	$2.79M	Sell	33,148 -399	-1%	-$31.6K	2.09%	15
2017 Q1	$2.65M	Sell	33,547 -375	-1%	-$29.3K	2.03%	15
2016 Q4	$2.51M	Sell	33,922 -1,009	-3%	-$69.9K	2.01%	15
2016 Q3	$2.24M	Buy	34,931 +51	+0.1%	+$3.28K	1.8%	16
2016 Q2	$2.12M	Buy	34,880 +245	+0.7%	+$15.5K	1.73%	16
2016 Q1	$2.13M	Buy	34,635 +136	+0.4%	+$7.91K	1.82%	16
2015 Q4	$2.4M	Sell	34,499 -249	-0.7%	-$18.1K	2.11%	15
2015 Q3	$2.58M	Buy	34,748 +2,311	+7%	+$178K	2.39%	12
2015 Q2	$2.52M	Buy	32,437 +1,995	+7%	+$158K	2.26%	13
2015 Q1	$2.38M	Sell	30,442 -756	-2%	-$62.8K	2.14%	15
2014 Q4	$2.9M	Buy	+31,198	New	+$2.8M	2.56%	12

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Mercer Capital Advisers's AXP Position: Q3 2021 in Review

Mercer Capital Advisers reduced its American Express (AXP) stake by 2.8% in Q3 2021, selling an estimated $159K and leaving 32,399 shares worth $5.43M. The position accounts for 2.9% of the portfolio, ranked #9.

Mercer Capital Advisers first reported a position in AXP in Q4 2014 and has held it in 28 quarters since. The position peaked at $5.51M in Q2 2021. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Mercer Capital Advisers held 32,399 shares of American Express worth $5.43M as of Q3 2021.
Mercer Capital Advisers sold 950 American Express shares in Q3 2021, an estimated $159K.
American Express made up 2.9% of Mercer Capital Advisers's portfolio in Q3 2021, its #9 holding.
Mercer Capital Advisers first reported a position in American Express in Q4 2014 and has held it in 28 quarters since.
Mercer Capital Advisers's American Express position peaked at $5.51M in Q2 2021.
1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.