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Manitou Investment Management’s American Express AXP Stock Holding History

Manitou 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
2019
Q1 		– Sell
-136,807
Closed -$13.6M – 42
2018
Q4 		$13.6M Buy
136,807
+127,057
+1,303% +$13.3M 2.95% 14
2018
Q3 		$1.04M Buy
9,750
+250
+3% +$26K 0.26% 27
2018
Q2 		$931K Sell
9,500
-125,047
-93% -$12.3M 0.35% 23
2018
Q1 		$12.6M Sell
134,547
-7,140
-5% -$692K 3.89% 11
2017
Q4 		$14.1M Sell
141,687
-8,950
-6% -$852K 4.02% 10
2017
Q3 		$13.6M Sell
150,637
-57,640
-28% -$4.95M 4.13% 11
2017
Q2 		$17.5M Buy
208,277
+7,110
+4% +$563K 5.12% 8
2017
Q1 		$15.9M Sell
201,167
-8,920
-4% -$697K 4.43% 8
2016
Q4 		$15.6M Buy
210,087
+25,430
+14% +$1.76M 4.59% 7
2016
Q3 		$11.8M Sell
184,657
-10,210
-5% -$656K 3.84% 10
2016
Q2 		$11.8M Buy
194,867
+34,000
+21% +$2.15M 3.76% 10
2016
Q1 		$9.88M Buy
160,867
+64,007
+66% +$3.72M 4.1% 15
2015
Q4 		$6.74M Buy
96,860
+5,310
+6% +$386K 2.69% 19
2015
Q3 		$6.79M Buy
+91,550
New +$7.04M 2.97% 18

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Manitou Investment Management's AXP Position: Q1 2019 in Review

Manitou Investment Management sold out of American Express (AXP) in Q1 2019, closing a stake of 136,807 shares — an estimated $13.6M sold.

Manitou Investment Management first reported a position in AXP in Q3 2015 and held it in 14 quarters. The position peaked at $17.5M in Q2 2017. 1,584 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

  • Manitou Investment Management reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
  • Manitou Investment Management sold 136,807 American Express shares in Q1 2019, an estimated $13.6M.
  • Manitou Investment Management first reported a position in American Express in Q3 2015 and held it in 14 quarters.
  • Manitou Investment Management's American Express position peaked at $17.5M in Q2 2017.
  • 1,584 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Manitou Investment Management's 13F filing for Q1 2019, filed 1 May 2019.