WIP
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Wellesley Investment Partners’s American Express AXP Stock Holding History

Wellesley Investment 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
2020
Q3 		$252K Buy
2,523
+88
+4% +$8.66K 0.09% 90
2020
Q2 		$231K Hold
2,435
– – 0.08% 97
2020
Q1 		$208K Hold
2,435
– – 0.08% 96
2019
Q4 		$303K Hold
2,435
– – 0.09% 93
2019
Q3 		$288K Buy
+2,435
New +$299K 0.09% 88

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellesley Investment Partners's AXP Position: Q3 2020 in Review

Wellesley Investment Partners increased its American Express (AXP) stake by 3.6% in Q3 2020, buying an estimated $8.66K and bringing the position to 2,523 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #90.

Wellesley Investment Partners first reported a position in AXP in Q3 2019 and has held it in 5 quarters since. The position peaked at $303K in Q4 2019. 1,560 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • Wellesley Investment Partners held 2,523 shares of American Express worth $252K as of Q3 2020.
  • Wellesley Investment Partners bought 88 American Express shares in Q3 2020, an estimated $8.66K.
  • American Express made up 0.09% of Wellesley Investment Partners's portfolio in Q3 2020, its #90 holding.
  • Wellesley Investment Partners first reported a position in American Express in Q3 2019 and has held it in 5 quarters since.
  • Wellesley Investment Partners's American Express position peaked at $303K in Q4 2019.
  • 1,560 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.