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O'Shares Investment Advisers’s American Express AXP Stock Holding History

O'Shares Investment 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
2020
Q3 		– Sell
-19,073
Closed -$1.82M – 263
2020
Q2 		$1.82M Buy
+19,073
New +$1.76M 0.23% 107

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

O'Shares Investment Advisers's AXP Position: Q3 2020 in Review

O'Shares Investment Advisers sold out of American Express (AXP) in Q3 2020, closing a stake of 19,073 shares — an estimated $1.82M sold.

O'Shares Investment Advisers first reported a position in AXP in Q2 2020 and held it in 1 quarter. The position peaked at $1.82M in Q2 2020. 1,561 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • O'Shares Investment Advisers reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
  • O'Shares Investment Advisers sold 19,073 American Express shares in Q3 2020, an estimated $1.82M.
  • O'Shares Investment Advisers first reported a position in American Express in Q2 2020 and held it in 1 quarter.
  • O'Shares Investment Advisers's American Express position peaked at $1.82M in Q2 2020.
  • 1,561 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on O'Shares Investment Advisers's 13F filing for Q3 2020, filed 12 Nov 2020.