Seelaus Asset Management’s American Express AXP Stock Holding History

Seelaus 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 Q4	–	Sell	-2,200	Closed	-$221K	–	199
2020 Q3	$221K	Sell	2,200 -3,350	-60%	-$330K	0.18%	135
2020 Q2	$528K	Sell	5,550 -1,450	-21%	-$134K	0.48%	64
2020 Q1	$599K	Sell	7,000 -4,600	-40%	-$535K	0.71%	49
2019 Q4	$1.44M	Hold	11,600	–	–	1.17%	25
2019 Q3	$1.37M	Hold	11,600	–	–	1.2%	25
2019 Q2	$1.43M	Hold	11,600	–	–	1.3%	21
2019 Q1	$1.27M	Sell	11,600 -2,650	-19%	-$278K	1.18%	21
2018 Q4	$1.36M	Hold	14,250	–	–	1.45%	13
2018 Q3	$1.52M	Hold	14,250	–	–	1.25%	15
2018 Q2	$1.4M	Sell	14,250 -200	-1%	-$19.7K	1.21%	17
2018 Q1	$1.35M	Sell	14,450 -850	-6%	-$82.3K	1.16%	18
2017 Q4	$1.52M	Buy	+15,300	New	+$1.46M	1.32%	12

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seelaus Asset Management's AXP Position: Q4 2020 in Review

Seelaus Asset Management sold out of American Express (AXP) in Q4 2020, closing a stake of 2,200 shares — an estimated $221K sold.

Seelaus Asset Management first reported a position in AXP in Q4 2017 and held it in 12 quarters. The position peaked at $1.52M in Q4 2017. 1,722 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

Seelaus Asset Management reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
Seelaus Asset Management sold 2,200 American Express shares in Q4 2020, an estimated $221K.
Seelaus Asset Management first reported a position in American Express in Q4 2017 and held it in 12 quarters.
Seelaus Asset Management's American Express position peaked at $1.52M in Q4 2017.
1,722 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Seelaus Asset Management's 13F filing for Q4 2020, filed 8 Feb 2021.