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Newfound Research’s American Express AXP Stock Holding History

Newfound Research’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
-2
Closed – – 61
2020
Q1 		$0 Hold
2
– – ﹤0.01% 99
2019
Q4 		$0 Sell
2
-1
-33% -$120 ﹤0.01% 146
2019
Q3 		$0 Hold
3
– – ﹤0.01% 159
2019
Q2 		$0 Hold
3
– – ﹤0.01% 164
2019
Q1 		$0 Hold
3
– – ﹤0.01% 157
2018
Q4 		$0 Hold
3
– – ﹤0.01% 141
2018
Q3 		$0 Hold
3
– – ﹤0.01% 183
2018
Q2 		$0 Hold
3
– – ﹤0.01% 168
2018
Q1 		$0 Buy
+3
New +$291 ﹤0.01% 171

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Newfound Research's AXP Position: Q2 2020 in Review

Newfound Research sold out of American Express (AXP) in Q2 2020, closing a stake of 2 shares.

Newfound Research first reported a position in AXP in Q1 2018 and held it in 9 quarters. The position peaked at $0 in Q1 2020. 1,579 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

  • Newfound Research reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 2 American Express shares in Q2 2020.
  • Newfound Research first reported a position in American Express in Q1 2018 and held it in 9 quarters.
  • Newfound Research's American Express position peaked at $0 in Q1 2020.
  • 1,579 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.