Sit Investment Associates’s American Express AXP Stock Holding History

Sit Investment Associates’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	-282	Closed	-$47K	–	479
2021 Q2	$47K	Hold	282	–	–	﹤0.01%	510
2021 Q1	$40K	Hold	282	–	–	﹤0.01%	511
2020 Q4	$34K	Hold	282	–	–	﹤0.01%	507
2020 Q3	$28K	Hold	282	–	–	﹤0.01%	504
2020 Q2	$27K	Hold	282	–	–	﹤0.01%	511
2020 Q1	$24K	Hold	282	–	–	﹤0.01%	521
2019 Q4	$35K	Hold	282	–	–	﹤0.01%	503
2019 Q3	$33K	Hold	282	–	–	﹤0.01%	506
2019 Q2	$35K	Hold	282	–	–	﹤0.01%	519
2019 Q1	$31K	Sell	282 -50	-15%	-$5.25K	﹤0.01%	523
2018 Q4	$32K	Hold	332	–	–	﹤0.01%	524
2018 Q3	$35K	Buy	+332	New	+$34.5K	﹤0.01%	518
2018 Q2	–	Sell	-60	Closed	-$6K	–	537
2018 Q1	$6K	Hold	60	–	–	﹤0.01%	532
2017 Q4	$6K	Hold	60	–	–	﹤0.01%	560
2017 Q3	$5K	Hold	60	–	–	﹤0.01%	578
2017 Q2	$5K	Buy	+60	New	+$4.75K	﹤0.01%	560
2013 Q3	–	Sell	-610	Closed	-$46K	–	444
2013 Q2	$46K	Buy	+610	New	+$43.4K	﹤0.01%	434

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

Sit Investment Associates's AXP Position: Q3 2021 in Review

Sit Investment Associates sold out of American Express (AXP) in Q3 2021, closing a stake of 282 shares — an estimated $47K sold.

Sit Investment Associates first reported a position in AXP in Q2 2013 and held it in 17 quarters. The position peaked at $47K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Sit Investment Associates reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
Sit Investment Associates sold 282 American Express shares in Q3 2021, an estimated $47K.
Sit Investment Associates first reported a position in American Express in Q2 2013 and held it in 17 quarters.
Sit Investment Associates's American Express position peaked at $47K in Q2 2021.
1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Sit Investment Associates's 13F filing for Q3 2021, filed 12 Nov 2021.