Veritas Investment Management’s American Express AXP Stock Holding History

Veritas Investment 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 Q4	–	Sell	-5,690	Closed	-$570K	–	10
2020 Q3	$570K	Buy	5,690 +2,690	+90%	+$265K	0.03%	32
2020 Q2	$286K	Buy	3,000 +1,500	+100%	+$138K	0.02%	38
2020 Q1	$128K	Hold	1,500	–	–	0.01%	55
2019 Q4	$187K	Hold	1,500	–	–	0.01%	45
2019 Q3	$177K	Hold	1,500	–	–	0.02%	51
2019 Q2	$185K	Hold	1,500	–	–	0.02%	41
2019 Q1	$164K	Hold	1,500	–	–	0.02%	42
2018 Q4	$143K	Hold	1,500	–	–	0.02%	46
2018 Q3	$160K	Hold	1,500	–	–	0.02%	49
2018 Q2	$147K	Hold	1,500	–	–	0.02%	40
2018 Q1	$140K	Hold	1,500	–	–	0.02%	42
2017 Q4	$149K	Hold	1,500	–	–	0.02%	45
2017 Q3	$136K	Hold	1,500	–	–	0.02%	46
2017 Q2	$126K	Hold	1,500	–	–	0.02%	45
2017 Q1	$119K	Hold	1,500	–	–	0.02%	50
2016 Q4	$111K	Hold	1,500	–	–	0.02%	54
2016 Q3	$96K	Hold	1,500	–	–	0.02%	59
2016 Q2	$91K	Hold	1,500	–	–	0.02%	61
2016 Q1	$92K	Sell	1,500 -2,612	-64%	-$152K	0.02%	62
2015 Q4	$286K	Buy	4,112 +2,612	+174%	+$190K	0.05%	51
2015 Q3	$111K	Sell	1,500 -2,612	-64%	-$201K	0.03%	61
2015 Q2	$117K	Buy	4,112 +2,612	+174%	+$207K	0.03%	57
2015 Q1	$117K	Buy	+1,500	New	+$125K	0.04%	55
2014 Q4	–	Sell	-1,500	Closed	-$131K	–	33
2014 Q3	$131K	Hold	1,500	–	–	0.04%	53
2014 Q2	$142K	Hold	1,500	–	–	0.05%	62
2014 Q1	$135K	Hold	1,500	–	–	0.05%	61
2013 Q4	$136K	Hold	1,500	–	–	0.06%	56
2013 Q3	$113K	Hold	1,500	–	–	0.07%	51
2013 Q2	$112K	Buy	+1,500	New	+$107K	0.07%	42

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Veritas Investment Management's AXP Position: Q4 2020 in Review

Veritas Investment Management sold out of American Express (AXP) in Q4 2020, closing a stake of 5,690 shares — an estimated $570K sold.

Veritas Investment Management first reported a position in AXP in Q2 2013 and held it in 29 quarters. The position peaked at $570K in Q3 2020. 1,721 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

Veritas Investment Management reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
Veritas Investment Management sold 5,690 American Express shares in Q4 2020, an estimated $570K.
Veritas Investment Management first reported a position in American Express in Q2 2013 and held it in 29 quarters.
Veritas Investment Management's American Express position peaked at $570K in Q3 2020.
1,721 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Veritas Investment Management's 13F filing for Q4 2020.