Select Equity Group’s American Express AXP Stock Holding History

Select Equity Group’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
2021 Q3	–	Sell	-156,095	Closed	-$25.8M	–	151
2021 Q2	$25.8M	Sell	156,095 -141,215	-47%	-$22.1M	0.09%	90
2021 Q1	$42.1M	Buy	297,310 +287,639	+2,974%	+$38M	0.15%	84
2020 Q4	$1.17M	Buy	+9,671	New	+$1.07M	﹤0.01%	102
2016 Q2	–	Sell	-290,123	Closed	-$17.8M	–	92
2016 Q1	$17.8M	Sell	290,123 -13,985	-5%	-$814K	0.15%	82
2015 Q4	$21.2M	Sell	304,108 -7,977	-3%	-$580K	0.2%	87
2015 Q3	$23.1M	Buy	312,085 +16,283	+6%	+$1.25M	0.22%	78
2015 Q2	$23M	Buy	+295,802	New	+$23.5M	0.21%	74

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Select Equity Group's AXP Position: Q3 2021 in Review

Select Equity Group sold out of American Express (AXP) in Q3 2021, closing a stake of 156,095 shares — an estimated $25.8M sold.

Select Equity Group first reported a position in AXP in Q2 2015 and held it in 7 quarters. The position peaked at $42.1M in Q1 2021. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Select Equity Group reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
Select Equity Group sold 156,095 American Express shares in Q3 2021, an estimated $25.8M.
Select Equity Group first reported a position in American Express in Q2 2015 and held it in 7 quarters.
Select Equity Group's American Express position peaked at $42.1M in Q1 2021.
1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Select Equity Group's 13F filing for Q3 2021, filed 15 Nov 2021.