SFM
AXP icon

Systematic Financial Management’s American Express AXP Stock Holding History

Systematic Financial 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
-374
Closed -$44K – 511
2019
Q3 		$44K Sell
374
-19,608
-98% -$2.4M ﹤0.01% 497
2019
Q2 		$2.47M Sell
19,982
-3,807
-16% -$447K 0.1% 176
2019
Q1 		$2.6M Sell
23,789
-4,372
-16% -$459K 0.09% 223
2018
Q4 		$2.68M Sell
28,161
-4,665
-14% -$488K 0.08% 239
2018
Q3 		$3.5M Buy
32,826
+5,096
+18% +$530K 0.08% 254
2018
Q2 		$2.72M Sell
27,730
-25
-0.1% -$2.46K 0.07% 254
2018
Q1 		$2.59M Sell
27,755
-35
-0.1% -$3.39K 0.06% 256
2017
Q4 		$2.76M Sell
27,790
-8,332
-23% -$794K 0.06% 252
2017
Q3 		$3.27M Sell
36,122
-2,208
-6% -$190K 0.07% 232
2017
Q2 		$3.23M Sell
38,330
-2,330
-6% -$184K 0.06% 294
2017
Q1 		$3.22M Sell
40,660
-8,520
-17% -$666K 0.06% 292
2016
Q4 		$3.64M Sell
49,180
-37,776
-43% -$2.62M 0.06% 313
2016
Q3 		$5.57M Sell
86,956
-2,820
-3% -$181K 0.08% 247
2016
Q2 		$5.45M Buy
+89,776
New +$5.69M 0.07% 238

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Systematic Financial Management's AXP Position: Q4 2019 in Review

Systematic Financial Management sold out of American Express (AXP) in Q4 2019, closing a stake of 374 shares — an estimated $44K sold.

Systematic Financial Management first reported a position in AXP in Q2 2016 and held it in 14 quarters. The position peaked at $5.57M in Q3 2016. 1,676 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

  • Systematic Financial Management reported no remaining American Express position as of Q4 2019 after selling out during the quarter.
  • Systematic Financial Management sold 374 American Express shares in Q4 2019, an estimated $44K.
  • Systematic Financial Management first reported a position in American Express in Q2 2016 and held it in 14 quarters.
  • Systematic Financial Management's American Express position peaked at $5.57M in Q3 2016.
  • 1,676 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on Systematic Financial Management's 13F filing for Q4 2019, filed 14 Feb 2020.