Tiverton Asset Management’s American Express AXP Stock Holding History

Tiverton 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 Q3	$537K	Sell	4,542 -2,970	-40%	-$364K	0.02%	386
2019 Q2	$927K	Buy	+7,512	New	+$882K	0.03%	284
2018 Q2	–	Sell	-2,765	Closed	-$258K	–	415
2018 Q1	$258K	Sell	2,765 -5,647	-67%	-$547K	0.02%	284
2017 Q4	$836K	Buy	+8,412	New	+$801K	0.05%	194

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

Tiverton Asset Management's AXP Position: Q3 2019 in Review

Tiverton Asset Management reduced its American Express (AXP) stake by 40% in Q3 2019, selling an estimated $364K and leaving 4,542 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #386.

Tiverton Asset Management first reported a position in AXP in Q4 2017 and has held it in 4 quarters since. The position peaked at $927K in Q2 2019. 1,580 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

Tiverton Asset Management held 4,542 shares of American Express worth $537K as of Q3 2019.
Tiverton Asset Management sold 2,970 American Express shares in Q3 2019, an estimated $364K.
American Express made up 0.02% of Tiverton Asset Management's portfolio in Q3 2019, its #386 holding.
Tiverton Asset Management first reported a position in American Express in Q4 2017 and has held it in 4 quarters since.
Tiverton Asset Management's American Express position peaked at $927K in Q2 2019.
1,580 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.