WP
AXP icon

Wedgewood Partners’s American Express AXP Stock Holding History

Wedgewood Partners’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
2014
Q1 		– Sell
-1,501,341
Closed -$136M – 22
2013
Q4 		$136M Buy
1,501,341
+112,609
+8% +$9.25M 2.83% 19
2013
Q3 		$105M Buy
1,388,732
+101,749
+8% +$7.65M 2.52% 21
2013
Q2 		$96.2M Buy
+1,286,983
New +$91.6M 2.78% 20

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wedgewood Partners's AXP Position: Q1 2014 in Review

Wedgewood Partners sold out of American Express (AXP) in Q1 2014, closing a stake of 1,501,341 shares — an estimated $136M sold.

Wedgewood Partners first reported a position in AXP in Q2 2013 and held it in 3 quarters. The position peaked at $136M in Q4 2013. 1,218 funds tracked by Wall St. Rank hold AXP as of Q1 2014.

  • Wedgewood Partners reported no remaining American Express position as of Q1 2014 after selling out during the quarter.
  • Wedgewood Partners sold 1,501,341 American Express shares in Q1 2014, an estimated $136M.
  • Wedgewood Partners first reported a position in American Express in Q2 2013 and held it in 3 quarters.
  • Wedgewood Partners's American Express position peaked at $136M in Q4 2013.
  • 1,218 funds tracked by Wall St. Rank held American Express as of Q1 2014.

Based on Wedgewood Partners's 13F filing for Q1 2014, filed 16 May 2014.