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Zuckerman Investment Group’s American Express AXP Stock Holding History

Zuckerman Investment Group’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
2015
Q2 		– Sell
-116,535
Closed -$9.1M – 46
2015
Q1 		$9.1M Buy
+116,535
New +$9.68M 1.94% 21

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Zuckerman Investment Group's AXP Position: Q2 2015 in Review

Zuckerman Investment Group sold out of American Express (AXP) in Q2 2015, closing a stake of 116,535 shares — an estimated $9.1M sold.

Zuckerman Investment Group first reported a position in AXP in Q1 2015 and held it in 1 quarter. The position peaked at $9.1M in Q1 2015. 1,294 funds tracked by Wall St. Rank hold AXP as of Q2 2015.

  • Zuckerman Investment Group reported no remaining American Express position as of Q2 2015 after selling out during the quarter.
  • Zuckerman Investment Group sold 116,535 American Express shares in Q2 2015, an estimated $9.1M.
  • Zuckerman Investment Group first reported a position in American Express in Q1 2015 and held it in 1 quarter.
  • Zuckerman Investment Group's American Express position peaked at $9.1M in Q1 2015.
  • 1,294 funds tracked by Wall St. Rank held American Express as of Q2 2015.

Based on Zuckerman Investment Group's 13F filing for Q2 2015, filed 13 Aug 2015.