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Unison Advisors’s American Express AXP Stock Holding History

Unison Advisors’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
Q1 		– Sell
-15,939
Closed -$1.98M – 143
2019
Q4 		$1.98M Buy
15,939
+56
+0.4% +$6.69K 1.43% 10
2019
Q3 		$1.88M Buy
15,883
+48
+0.3% +$5.89K 1.44% 7
2019
Q2 		$1.95M Buy
15,835
+52
+0.3% +$6.11K 1.47% 7
2019
Q1 		$1.73M Buy
15,783
+58
+0.4% +$6.09K 1.28% 12
2018
Q4 		$1.5M Hold
15,725
– – 1.19% 14
2018
Q3 		$1.68M Buy
15,725
+53
+0.3% +$5.51K 1.17% 20
2018
Q2 		$1.53M Buy
15,672
+53
+0.3% +$5.21K 1.13% 20
2018
Q1 		$1.46M Buy
15,619
+59
+0.4% +$5.71K 1.09% 26
2017
Q4 		$1.54M Buy
+15,560
New +$1.48M 1.13% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $298B AUM 21.96% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Unison Advisors's AXP Position: Q1 2020 in Review

Unison Advisors sold out of American Express (AXP) in Q1 2020, closing a stake of 15,939 shares — an estimated $1.98M sold.

Unison Advisors first reported a position in AXP in Q4 2017 and held it in 9 quarters. The position peaked at $1.98M in Q4 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Unison Advisors reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Unison Advisors sold 15,939 American Express shares in Q1 2020, an estimated $1.98M.
  • Unison Advisors first reported a position in American Express in Q4 2017 and held it in 9 quarters.
  • Unison Advisors's American Express position peaked at $1.98M in Q4 2019.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Unison Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.