Stone Ridge Asset Management’s American Express AXP Stock Holding History

Stone Ridge 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
2019 Q4	–	Sell	-14,689	Closed	-$1.74M	–	953
2019 Q3	$1.74M	Hold	14,689	–	–	0.1%	237
2019 Q2	$1.81M	Buy	14,689 +200	+1%	+$23.5K	0.11%	224
2019 Q1	$1.58M	Sell	14,489 -1,200	-8%	-$126K	0.09%	274
2018 Q4	$1.5M	Sell	15,689 -1,562	-9%	-$163K	0.09%	264
2018 Q3	$1.84M	Buy	17,251 +2,228	+15%	+$232K	0.1%	219
2018 Q2	$1.47M	Buy	15,023 +2,283	+18%	+$224K	0.08%	262
2018 Q1	$1.19M	Buy	12,740 +1,100	+9%	+$107K	0.07%	320
2017 Q4	$1.16M	Buy	+11,640	New	+$1.11M	0.07%	321

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stone Ridge Asset Management's AXP Position: Q4 2019 in Review

Stone Ridge Asset Management sold out of American Express (AXP) in Q4 2019, closing a stake of 14,689 shares — an estimated $1.74M sold.

Stone Ridge Asset Management first reported a position in AXP in Q4 2017 and held it in 8 quarters. The position peaked at $1.84M in Q3 2018. 1,676 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

Stone Ridge Asset Management reported no remaining American Express position as of Q4 2019 after selling out during the quarter.
Stone Ridge Asset Management sold 14,689 American Express shares in Q4 2019, an estimated $1.74M.
Stone Ridge Asset Management first reported a position in American Express in Q4 2017 and held it in 8 quarters.
Stone Ridge Asset Management's American Express position peaked at $1.84M in Q3 2018.
1,676 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on Stone Ridge Asset Management's 13F filing for Q4 2019, filed 6 Feb 2020.