Security Asset Management’s American Express AXP Stock Holding History

Security 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	-1,800	Closed	-$154K	–	74
2020 Q1	$154K	Hold	1,800	–	–	0.11%	77
2019 Q4	$224K	Hold	1,800	–	–	0.13%	75
2019 Q3	$213K	Hold	1,800	–	–	0.14%	72
2019 Q2	$222K	Buy	+1,800	New	+$211K	0.14%	74
2015 Q4	–	Sell	-2,700	Closed	-$200K	–	75
2015 Q3	$200K	Hold	2,700	–	–	0.21%	75
2015 Q2	$210K	Hold	2,700	–	–	0.19%	75
2015 Q1	$211K	Hold	2,700	–	–	0.2%	75
2014 Q4	$251K	Buy	+2,700	New	+$242K	0.25%	74

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

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

Security Asset Management sold out of American Express (AXP) in Q2 2020, closing a stake of 1,800 shares — an estimated $154K sold.

Security Asset Management first reported a position in AXP in Q4 2014 and held it in 8 quarters. The position peaked at $251K in Q4 2014. 1,579 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

Security Asset Management reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
Security Asset Management sold 1,800 American Express shares in Q2 2020, an estimated $154K.
Security Asset Management first reported a position in American Express in Q4 2014 and held it in 8 quarters.
Security Asset Management's American Express position peaked at $251K in Q4 2014.
1,579 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Security Asset Management's 13F filing for Q2 2020, filed 3 Aug 2020.