Hermes Investment Management’s American Express AXP Stock Holding History

Hermes 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
2018 Q2	$485K	Hold	4,950	–	–	0.01%	206
2018 Q1	$462K	Hold	4,950	–	–	0.01%	205
2017 Q4	$492K	Hold	4,950	–	–	0.01%	207
2017 Q3	$448K	Hold	4,950	–	–	0.01%	201
2017 Q2	$417K	Buy	+4,950	New	+$392K	0.01%	195
2017 Q1	–	Sell	-4,950	Closed	-$367K	–	173
2016 Q4	$367K	Hold	4,950	–	–	0.01%	207
2016 Q3	$317K	Buy	4,950 +1,250	+34%	+$80.3K	0.01%	214
2016 Q2	$225K	Sell	3,700 -2,110	-36%	-$134K	﹤0.01%	220
2016 Q1	$355K	Buy	5,810 +2,110	+57%	+$123K	0.01%	206
2015 Q4	$257K	Hold	3,700	–	–	0.01%	221
2015 Q3	$274K	Hold	3,700	–	–	0.01%	211
2015 Q2	$288K	Buy	+3,700	New	+$294K	0.01%	226
2013 Q3	–	Sell	-3,400	Closed	-$254K	–	236
2013 Q2	$254K	Buy	+3,400	New	+$242K	0.01%	233

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Hermes Investment Management's AXP Position: Q2 2018 in Review

Hermes Investment Management held its American Express (AXP) position steady in Q2 2018 at 4,950 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #206.

Hermes Investment Management first reported a position in AXP in Q2 2013 and has held it in 13 quarters since. The position peaked at $492K in Q4 2017. 1,429 funds tracked by Wall St. Rank hold AXP as of Q2 2018.

Hermes Investment Management held 4,950 shares of American Express worth $485K as of Q2 2018.
Hermes Investment Management left its American Express share count unchanged in Q2 2018.
American Express made up 0.01% of Hermes Investment Management's portfolio in Q2 2018, its #206 holding.
Hermes Investment Management first reported a position in American Express in Q2 2013 and has held it in 13 quarters since.
Hermes Investment Management's American Express position peaked at $492K in Q4 2017.
1,429 funds tracked by Wall St. Rank held American Express as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.