Ownership history in US Asset Management LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which US Asset Management LLC reported a position in AMERICAN EXPRESS (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 US Asset Management LLC outperformed the S&P 500 by +10.8% annually on this AXP position. Timing score: 10% (1/10 decisions correct). Average cost basis: $158.58. Maximum drawdown during holding period: β25.4%.
π₯ Exceptional β beat the S&P 500 by 10.8% per year on this position.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 10 add/trim decisions correct
Best entry: $158.58 (2021 Q3) Β· Worst: $158.58 (2021 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 10 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.95% 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