Ownership history in Cohen Klingenstein LLC Β· 69 quarters on record
This page tracks every 13F SEC filing in which Cohen Klingenstein LLC reported a position in American Express com (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cohen Klingenstein LLC outperformed the S&P 500 by +8.6% annually on this AXP position. Timing score: 48% (12/25 decisions correct). Average cost basis: $69.84. Maximum drawdown during holding period: β33.8%.
π₯ Exceptional β beat the S&P 500 by 8.6% per year on this position.
68 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 25 add/trim decisions correct
Best entry: $10.54 (2009 Q1) Β· Worst: $108.59 (2019 Q3)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
6 adds Β· 20 trims. Bought during 2 of 21 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size