Palo Capital’s American Express AXP Stock Holding History

Palo Capital’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 Q4	$561K	Buy	5,889 +48	+0.8%	+$5.02K	0.24%	100
2018 Q3	$622K	Sell	5,841 -105	-2%	-$10.9K	0.22%	104
2018 Q2	$583K	Buy	5,946 +25	+0.4%	+$2.46K	0.21%	119
2018 Q1	$552K	Hold	5,921	–	–	0.2%	126
2017 Q4	$588K	Hold	5,921	–	–	0.26%	95
2017 Q3	$536K	Sell	5,921 -125	-2%	-$10.7K	0.28%	97
2017 Q2	$509K	Hold	6,046	–	–	0.29%	101
2017 Q1	$478K	Buy	+6,046	New	+$473K	0.28%	103

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Palo Capital's AXP Position: Q4 2018 in Review

Palo Capital increased its American Express (AXP) stake by 0.82% in Q4 2018, buying an estimated $5.02K and bringing the position to 5,889 shares worth $561K. The position accounts for 0.24% of the portfolio, ranked #100.

Palo Capital first reported a position in AXP in Q1 2017 and has held it in 8 quarters since. The position peaked at $622K in Q3 2018. 1,525 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

Palo Capital held 5,889 shares of American Express worth $561K as of Q4 2018.
Palo Capital bought 48 American Express shares in Q4 2018, an estimated $5.02K.
American Express made up 0.24% of Palo Capital's portfolio in Q4 2018, its #100 holding.
Palo Capital first reported a position in American Express in Q1 2017 and has held it in 8 quarters since.
Palo Capital's American Express position peaked at $622K in Q3 2018.
1,525 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.