Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in AXP across featured managers — New / Exit / Add / Reduce.

ticker AXP holders clear

7 managers with a move of 137 featured filed through 14 Aug 7 shown managers newest 13Fs

7 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
14 Aug 2
AXP New Francois Rochon - Giverny Capital +0.53 pp opened 0.53% Q1→Q2
AXP New Ron Baron - Bamco Inc. (Baron Capital) 0.00 pp opened <0.01% Q1→Q2
13 Aug 1
AXP Reduce Thomas Russo - Gardner Russo & Quinn 0.00 pp −21.0% sh Q1→Q2
11 Aug 1
AXP Reduce Christopher Davis - Davis Selected Advisers −0.02 pp −10.0% sh Q1→Q2
5 Aug 1
AXP Add First Eagle Investment Management +0.28 pp +1.1% sh Q1→Q2
15 Jul 2
AXP Reduce David Katz - Matrix Asset Advisors −0.01 pp −5.3% sh Q1→Q2
AXP Reduce Lindsell Train +0.01 pp −15.6% sh Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home