Permit Capital’s American Express AXP Stock Holding History

Permit Capital’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 Q1	–	Sell	-1,100	Closed	-$137K	–	25
2019 Q4	$137K	Hold	1,100	–	–	0.06%	21
2019 Q3	$130K	Hold	1,100	–	–	0.06%	23
2019 Q2	$136K	Hold	1,100	–	–	0.06%	22
2019 Q1	$105K	Hold	1,100	–	–	0.05%	24
2018 Q4	$105K	Hold	1,100	–	–	0.06%	23
2018 Q3	$117K	Hold	1,100	–	–	0.06%	24
2018 Q2	$108K	Hold	1,100	–	–	0.06%	24
2018 Q1	$103K	Hold	1,100	–	–	0.06%	23
2017 Q4	$109K	Hold	1,100	–	–	0.06%	24
2017 Q3	$100K	Hold	1,100	–	–	0.06%	24
2017 Q2	$93K	Buy	1,100 +100	+10%	+$7.91K	0.05%	25
2017 Q1	$79K	Hold	1,000	–	–	0.05%	25
2016 Q4	$74K	Hold	1,000	–	–	0.05%	27
2016 Q3	$64K	Hold	1,000	–	–	0.04%	30
2016 Q2	$61K	Buy	1,000 +350	+54%	+$22.2K	0.04%	30
2016 Q1	$40K	Hold	650	–	–	0.03%	33
2015 Q4	$45K	Hold	650	–	–	0.03%	31
2015 Q3	$48K	Hold	650	–	–	0.03%	63
2015 Q2	$51K	Hold	650	–	–	0.03%	66
2015 Q1	$51K	Hold	650	–	–	0.03%	66
2014 Q4	$60K	Hold	650	–	–	0.04%	73
2014 Q3	$57K	Hold	650	–	–	0.03%	69
2014 Q2	$62K	Buy	+650	New	+$58.6K	0.04%	65

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Permit Capital's AXP Position: Q1 2020 in Review

Permit Capital sold out of American Express (AXP) in Q1 2020, closing a stake of 1,100 shares — an estimated $137K sold.

Permit Capital first reported a position in AXP in Q2 2014 and held it in 23 quarters. The position peaked at $137K in Q4 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

Permit Capital reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
Permit Capital sold 1,100 American Express shares in Q1 2020, an estimated $137K.
Permit Capital first reported a position in American Express in Q2 2014 and held it in 23 quarters.
Permit Capital's American Express position peaked at $137K in Q4 2019.
1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Permit Capital's 13F filing for Q1 2020, filed 15 May 2020.