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Te Ahumairangi Investment Management’s American Express AXP Stock Holding History

Te Ahumairangi Investment 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
2021
Q1 		– Sell
-3,991
Closed -$483K – 113
2020
Q4 		$483K Sell
3,991
-6,600
-62% -$731K 0.07% 114
2020
Q3 		$1.06M Buy
+10,591
New +$1.04M 0.18% 105

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Te Ahumairangi Investment Management's AXP Position: Q1 2021 in Review

Te Ahumairangi Investment Management sold out of American Express (AXP) in Q1 2021, closing a stake of 3,991 shares — an estimated $483K sold.

Te Ahumairangi Investment Management first reported a position in AXP in Q3 2020 and held it in 2 quarters. The position peaked at $1.06M in Q3 2020. 1,778 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

  • Te Ahumairangi Investment Management reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
  • Te Ahumairangi Investment Management sold 3,991 American Express shares in Q1 2021, an estimated $483K.
  • Te Ahumairangi Investment Management first reported a position in American Express in Q3 2020 and held it in 2 quarters.
  • Te Ahumairangi Investment Management's American Express position peaked at $1.06M in Q3 2020.
  • 1,778 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Te Ahumairangi Investment Management's 13F filing for Q1 2021, filed 14 May 2021.