TPI Fund Managers’s American Express AXP Stock Holding History

TPI Fund Managers’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
2020 Q2	–	Sell	-52,781	Closed	-$4.52M	–	36
2020 Q1	$4.52M	Sell	52,781 -66,886	-56%	-$7.78M	1.37%	28
2019 Q4	$14.9M	Buy	119,667 +28,310	+31%	+$3.38M	3.58%	9
2019 Q3	$10.8M	Buy	91,357 +4,105	+5%	+$503K	3.08%	12
2019 Q2	$10.8M	Buy	+87,252	New	+$10.2M	3.29%	12

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

TPI Fund Managers's AXP Position: Q2 2020 in Review

TPI Fund Managers sold out of American Express (AXP) in Q2 2020, closing a stake of 52,781 shares — an estimated $4.52M sold.

TPI Fund Managers first reported a position in AXP in Q2 2019 and held it in 4 quarters. The position peaked at $14.9M in Q4 2019. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

TPI Fund Managers reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
TPI Fund Managers sold 52,781 American Express shares in Q2 2020, an estimated $4.52M.
TPI Fund Managers first reported a position in American Express in Q2 2019 and held it in 4 quarters.
TPI Fund Managers's American Express position peaked at $14.9M in Q4 2019.
1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on TPI Fund Managers's 13F filing for Q2 2020, filed 10 Aug 2020.