Veritas Asset Management’s American Express AXP Stock Holding History

Veritas 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	–	Sell	-4,523,484	Closed	-$558M	–	26
2019 Q2	$558M	Sell	4,523,484 -2,028,035	-31%	-$238M	4.76%	11
2019 Q1	$716M	Buy	6,551,519 +29,563	+0.5%	+$3.11M	6.44%	7
2018 Q4	$622M	Sell	6,521,956 -33,397	-0.5%	-$3.49M	5.76%	6
2018 Q3	$698M	Sell	6,555,353 -3,916,432	-37%	-$407M	5.88%	8
2018 Q2	$1.03B	Sell	10,471,785 -1,525,168	-13%	-$150M	8.42%	2
2018 Q1	$1.12B	Buy	11,996,953 +992,800	+9%	+$96.2M	9.06%	2
2017 Q4	$1.09B	Sell	11,004,153 -35,000	-0.3%	-$3.33M	8.49%	2
2017 Q3	$999M	Buy	11,039,153 +735,952	+7%	+$63.3M	8.17%	2
2017 Q2	$868M	Buy	10,303,201 +1,358,474	+15%	+$107M	6.78%	4
2017 Q1	$708M	Buy	8,944,727 +344,300	+4%	+$26.9M	6.39%	7
2016 Q4	$637M	Buy	8,600,427 +483,178	+6%	+$33.5M	6.77%	6
2016 Q3	$520M	Buy	8,117,249 +457,598	+6%	+$29.4M	5.89%	8
2016 Q2	$465M	Buy	7,659,651 +686,254	+10%	+$43.5M	5.11%	9
2016 Q1	$428M	Sell	6,973,397 -59,700	-0.8%	-$3.47M	5.36%	8
2015 Q4	$489M	Buy	7,033,097 +745,397	+12%	+$54.2M	6.14%	6
2015 Q3	$466M	Buy	6,287,700 +1,116,000	+22%	+$85.9M	6.26%	7
2015 Q2	$402M	Buy	5,171,700 +1,831,800	+55%	+$145M	5.67%	10
2015 Q1	$261M	Buy	+3,339,900	New	+$277M	4.11%	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

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

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

Veritas Asset Management sold out of American Express (AXP) in Q3 2019, closing a stake of 4,523,484 shares — an estimated $558M sold.

Veritas Asset Management first reported a position in AXP in Q1 2015 and held it in 18 quarters. The position peaked at $1.12B in Q1 2018. 1,581 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

Veritas Asset Management reported no remaining American Express position as of Q3 2019 after selling out during the quarter.
Veritas Asset Management sold 4,523,484 American Express shares in Q3 2019, an estimated $558M.
Veritas Asset Management first reported a position in American Express in Q1 2015 and held it in 18 quarters.
Veritas Asset Management's American Express position peaked at $1.12B in Q1 2018.
1,581 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on Veritas Asset Management's 13F filing for Q3 2019, filed 31 Oct 2019.