Tradition Asset Management’s American Express AXP Stock Holding History

Tradition 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
2020 Q2	$2.17M	Sell	22,764 -1,265	-5%	-$116K	0.62%	58
2020 Q1	$2.06M	Sell	24,029 -1,035	-4%	-$120K	0.69%	55
2019 Q4	$3.12M	Buy	25,064 +350	+1%	+$41.8K	0.76%	46
2019 Q3	$2.92M	Sell	24,714 -575	-2%	-$70.5K	0.76%	50
2019 Q2	$3.12M	Buy	+25,289	New	+$2.97M	0.81%	44

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

Tradition Asset Management's AXP Position: Q2 2020 in Review

Tradition Asset Management reduced its American Express (AXP) stake by 5.3% in Q2 2020, selling an estimated $116K and leaving 22,764 shares worth $2.17M. The position accounts for 0.62% of the portfolio, ranked #58.

Tradition Asset Management first reported a position in AXP in Q2 2019 and has held it in 5 quarters since. The position peaked at $3.12M in Q2 2019. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

Tradition Asset Management held 22,764 shares of American Express worth $2.17M as of Q2 2020.
Tradition Asset Management sold 1,265 American Express shares in Q2 2020, an estimated $116K.
American Express made up 0.62% of Tradition Asset Management's portfolio in Q2 2020, its #58 holding.
Tradition Asset Management first reported a position in American Express in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's American Express position peaked at $3.12M in Q2 2019.
1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.