WEC
AXP icon

Winslow Evans & Crocker’s American Express AXP Stock Holding History

Winslow Evans & Crocker’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 		$342K Sell
2,830
-696
-20% -$77.1K 0.06% 245
2020
Q3 		$354K Sell
3,526
-215
-6% -$21.2K 0.09% 207
2020
Q2 		$356K Buy
3,741
+199
+6% +$18.3K 0.1% 204
2020
Q1 		$306K Hold
3,542
– – 0.1% 188
2019
Q4 		$444K Sell
3,542
-218
-6% -$26.1K 0.11% 188
2019
Q3 		$448K Sell
3,760
-38
-1% -$4.66K 0.13% 181
2019
Q2 		$472K Buy
3,798
+14
+0.4% +$1.64K 0.13% 175
2019
Q1 		$416K Buy
3,784
+16
+0.4% +$1.68K 0.12% 181
2018
Q4 		$360K Hold
3,768
– – 0.12% 177
2018
Q3 		$404K Hold
3,768
– – 0.12% 178
2018
Q2 		$370K Hold
3,768
– – 0.12% 182
2018
Q1 		$351K Sell
3,768
-116
-3% -$11.2K 0.11% 182
2017
Q4 		$386K Hold
3,884
– – 0.12% 174
2017
Q3 		$351K Buy
3,884
+2
+0.1% +$172 0.12% 188
2017
Q2 		$327K Sell
3,882
-2
-0.1% -$158 0.09% 237
2017
Q1 		$307K Sell
3,884
-742
-16% -$58K 0.1% 223
2016
Q4 		$343K Buy
4,626
+104
+2% +$7.2K 0.11% 196
2016
Q3 		$290K Sell
4,522
-710
-14% -$45.6K 0.08% 241
2016
Q2 		$318K Buy
5,232
+56
+1% +$3.55K 0.09% 206
2016
Q1 		$318K Sell
5,176
-2
-0% -$116 0.1% 194
2015
Q4 		$360K Hold
5,178
– – 0.1% 206
2015
Q3 		$384K Sell
5,178
-164
-3% -$12.6K 0.12% 176
2015
Q2 		$415K Buy
5,342
+1,128
+27% +$89.5K 0.12% 188
2015
Q1 		$329K Buy
4,214
+2,550
+153% +$212K 0.09% 224
2014
Q4 		$155K Sell
1,664
-168
-9% -$15.1K 0.04% 323
2014
Q3 		$160K Buy
1,832
+169
+10% +$15.2K 0.05% 340
2014
Q2 		$158K Hold
1,663
– – 0.05% 295
2014
Q1 		$150K Hold
1,663
– – 0.05% 296
2013
Q4 		$151K Buy
+1,663
New +$137K 0.05% 310

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's AXP Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its American Express (AXP) stake by 20% in Q4 2020, selling an estimated $77.1K and leaving 2,830 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #245.

Winslow Evans & Crocker first reported a position in AXP in Q4 2013 and has held it in 29 quarters since. The position peaked at $472K in Q2 2019. 1,721 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

  • Winslow Evans & Crocker held 2,830 shares of American Express worth $342K as of Q4 2020.
  • Winslow Evans & Crocker sold 696 American Express shares in Q4 2020, an estimated $77.1K.
  • American Express made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #245 holding.
  • Winslow Evans & Crocker first reported a position in American Express in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's American Express position peaked at $472K in Q2 2019.
  • 1,721 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.