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Rampart Investment Management’s American Express AXP Stock Holding History

Rampart Investment 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
Q4 		– Sell
-1,042
Closed -$104K – 37
2020
Q3 		$104K Sell
1,042
-3,998
-79% -$393K 0.07% 245
2020
Q2 		$480K Sell
5,040
-71
-1% -$6.54K 0.08% 263
2020
Q1 		$438K Sell
5,111
-22,113
-81% -$2.57M 0.21% 109
2019
Q4 		$3.39M Sell
27,224
-1,610
-6% -$192K 0.41% 68
2019
Q3 		$3.41M Sell
28,834
-2,462
-8% -$302K 0.42% 66
2019
Q2 		$3.86M Sell
31,296
-1,229
-4% -$144K 0.46% 63
2019
Q1 		$3.56M Buy
32,525
+25,788
+383% +$2.71M 0.4% 74
2018
Q4 		$642K Sell
6,737
-32,688
-83% -$3.42M 0.18% 127
2018
Q3 		$4.2K Sell
39,425
-1,541
-4% -$160K ﹤0.01% 470
2018
Q2 		$4.01M Sell
40,966
-3,857
-9% -$379K 0.39% 73
2018
Q1 		$4.18M Buy
+44,823
New +$4.34M 0.4% 74
2017
Q4 		– Sell
-9,267
Closed -$838K – 491
2017
Q3 		$838K Buy
9,267
+528
+6% +$45.4K 0.28% 82
2017
Q2 		$736K Buy
8,739
+6,612
+311% +$523K 0.26% 86
2017
Q1 		$168K Buy
+2,127
New +$166K 0.06% 89

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rampart Investment Management's AXP Position: Q4 2020 in Review

Rampart Investment Management sold out of American Express (AXP) in Q4 2020, closing a stake of 1,042 shares — an estimated $104K sold.

Rampart Investment Management first reported a position in AXP in Q1 2017 and held it in 14 quarters. The position peaked at $4.18M in Q1 2018. 1,722 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

  • Rampart Investment Management reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,042 American Express shares in Q4 2020, an estimated $104K.
  • Rampart Investment Management first reported a position in American Express in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's American Express position peaked at $4.18M in Q1 2018.
  • 1,722 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.