Origin Asset Management’s American Express AXP Stock Holding History

Origin Asset Management’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	-15,600	Closed	-$1.34M	–	90
2020 Q1	$1.34M	Sell	15,600 -22,200	-59%	-$2.58M	0.17%	62
2019 Q4	$4.71M	Sell	37,800 -40,900	-52%	-$4.89M	0.39%	61
2019 Q3	$9.31M	Sell	78,700 -11,500	-13%	-$1.41M	0.85%	33
2019 Q2	$11.1M	Sell	90,200 -41,600	-32%	-$4.89M	1.24%	28
2019 Q1	$14.4M	Sell	131,800 -1,500	-1%	-$158K	1.21%	35
2018 Q4	$12.7M	Buy	+133,300	New	+$13.9M	1.16%	39

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Origin Asset Management's AXP Position: Q2 2020 in Review

Origin Asset Management sold out of American Express (AXP) in Q2 2020, closing a stake of 15,600 shares — an estimated $1.34M sold.

Origin Asset Management first reported a position in AXP in Q4 2018 and held it in 6 quarters. The position peaked at $14.4M in Q1 2019. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

Origin Asset Management reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
Origin Asset Management sold 15,600 American Express shares in Q2 2020, an estimated $1.34M.
Origin Asset Management first reported a position in American Express in Q4 2018 and held it in 6 quarters.
Origin Asset Management's American Express position peaked at $14.4M in Q1 2019.
1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Origin Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.