Mawer Investment Management
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Mawer Investment Management’s American Express AXP Stock Holding History

Mawer 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
2016
Q2 		– Sell
-224,930
Closed -$13.8M – 84
2016
Q1 		$13.8M Sell
224,930
-281,030
-56% -$16.3M 0.16% 83
2015
Q4 		$35.2M Buy
505,960
+5,000
+1% +$364K 0.45% 63
2015
Q3 		$37.1M Buy
500,960
+37,000
+8% +$2.85M 0.51% 62
2015
Q2 		$36.1M Buy
+463,960
New +$36.8M 0.46% 66

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Mawer Investment Management's AXP Position: Q2 2016 in Review

Mawer Investment Management sold out of American Express (AXP) in Q2 2016, closing a stake of 224,930 shares — an estimated $13.8M sold.

Mawer Investment Management first reported a position in AXP in Q2 2015 and held it in 4 quarters. The position peaked at $37.1M in Q3 2015. 1,184 funds tracked by Wall St. Rank hold AXP as of Q2 2016.

  • Mawer Investment Management reported no remaining American Express position as of Q2 2016 after selling out during the quarter.
  • Mawer Investment Management sold 224,930 American Express shares in Q2 2016, an estimated $13.8M.
  • Mawer Investment Management first reported a position in American Express in Q2 2015 and held it in 4 quarters.
  • Mawer Investment Management's American Express position peaked at $37.1M in Q3 2015.
  • 1,184 funds tracked by Wall St. Rank held American Express as of Q2 2016.

Based on Mawer Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.