Neuburgh Advisers’s American Express AXP Stock Holding History

Neuburgh 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
2019 Q3	$4.42M	Buy	37,344 +11,088	+42%	+$1.36M	0.14%	134
2019 Q2	$3.24M	Buy	26,256 +15,168	+137%	+$1.78M	0.1%	160
2019 Q1	$1.21M	Buy	11,088 +4,336	+64%	+$456K	0.04%	268
2018 Q4	$644K	Sell	6,752 -16,416	-71%	-$1.72M	0.03%	353
2018 Q3	$2.47M	Sell	23,168 -13,088	-36%	-$1.36M	0.08%	192
2018 Q2	$3.55M	Sell	36,256 -8,896	-20%	-$874K	0.12%	158
2018 Q1	$4.21M	Buy	45,152 +13,952	+45%	+$1.35M	0.15%	136
2017 Q4	$3.1M	Buy	31,200 +20,064	+180%	+$1.91M	0.11%	158
2017 Q3	$1.01M	Sell	11,136 -10,544	-49%	-$906K	0.04%	279
2017 Q2	$1.83M	Buy	21,680 +448	+2%	+$35.4K	0.07%	198
2017 Q1	$1.68M	Buy	21,232 +5,376	+34%	+$420K	0.07%	206
2016 Q4	$1.18M	Buy	+15,856	New	+$1.1M	0.05%	219

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Neuburgh Advisers's AXP Position: Q3 2019 in Review

Neuburgh Advisers increased its American Express (AXP) stake by 42% in Q3 2019, buying an estimated $1.36M and bringing the position to 37,344 shares worth $4.42M. The position accounts for 0.14% of the portfolio, ranked #134.

Neuburgh Advisers first reported a position in AXP in Q4 2016 and has held it in 12 quarters since. 1,580 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

Neuburgh Advisers held 37,344 shares of American Express worth $4.42M as of Q3 2019.
Neuburgh Advisers bought 11,088 American Express shares in Q3 2019, an estimated $1.36M.
American Express made up 0.14% of Neuburgh Advisers's portfolio in Q3 2019, its #134 holding.
Neuburgh Advisers first reported a position in American Express in Q4 2016 and has held it in 12 quarters since.
1,580 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.