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Gyrus Investment Management’s American Express AXP Stock Holding History

Gyrus Investment Management’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
-65,518
Closed -$5.12M – 7
2015
Q1 		$5.12M Buy
65,518
+7,925
+14% +$658K 0.85% 52
2014
Q4 		$5.36M Buy
57,593
+945
+2% +$84.7K 0.88% 49
2014
Q3 		$4.96M Sell
56,648
-475
-0.8% -$42.8K 0.87% 47
2014
Q2 		$5.42M Sell
57,123
-375
-0.7% -$33.8K 0.97% 42
2014
Q1 		$5.71M Buy
+57,498
New +$5.14M 0.99% 41
2013
Q4 		– Sell
-53,798
Closed -$4.18M – 101
2013
Q3 		$4.18M Sell
53,798
-147
-0.3% -$11.1K 0.92% 45
2013
Q2 		$4.25M Buy
+53,945
New +$3.84M 0.96% 43

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

Gyrus Investment Management's AXP Position: Q2 2015 in Review

Gyrus Investment Management sold out of American Express (AXP) in Q2 2015, closing a stake of 65,518 shares — an estimated $5.12M sold.

Gyrus Investment Management first reported a position in AXP in Q2 2013 and held it in 7 quarters. The position peaked at $5.71M in Q1 2014. 1,293 funds tracked by Wall St. Rank hold AXP as of Q2 2015.

  • Gyrus Investment Management reported no remaining American Express position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 65,518 American Express shares in Q2 2015, an estimated $5.12M.
  • Gyrus Investment Management first reported a position in American Express in Q2 2013 and held it in 7 quarters.
  • Gyrus Investment Management's American Express position peaked at $5.71M in Q1 2014.
  • 1,293 funds tracked by Wall St. Rank held American Express as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.