QIM
AXP icon

Quest Investment Management’s American Express AXP Stock Holding History

Quest 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
-7,433
Closed -$709K – 102
2018
Q4 		$709K Sell
7,433
-560
-7% -$58.6K 0.11% 80
2018
Q3 		$851K Buy
7,993
+273
+4% +$28.4K 0.12% 86
2018
Q2 		$757K Buy
7,720
+924
+14% +$90.8K 0.11% 84
2018
Q1 		$634K Sell
6,796
-31
-0.5% -$3K 0.1% 88
2017
Q4 		$678K Buy
6,827
+676
+11% +$64.4K 0.1% 88
2017
Q3 		$556K Buy
6,151
+2,288
+59% +$197K 0.07% 85
2017
Q2 		$325K Sell
3,863
-361
-9% -$28.6K 0.04% 94
2017
Q1 		$334K Sell
4,224
-4,260
-50% -$333K 0.05% 91
2016
Q4 		$628K Buy
+8,484
New +$587K 0.08% 78
2015
Q2 		– Sell
-53,556
Closed -$4.18M – 116
2015
Q1 		$4.18M Sell
53,556
-12,501
-19% -$1.04M 0.57% 78
2014
Q4 		$6.15M Sell
66,057
-19,006
-22% -$1.7M 0.73% 72
2014
Q3 		$7.45M Buy
85,063
+6,151
+8% +$554K 0.78% 62
2014
Q2 		$7.49M Sell
78,912
-1,020
-1% -$91.9K 0.74% 62
2014
Q1 		$7.2M Sell
79,932
-14,454
-15% -$1.29M 0.68% 75
2013
Q4 		$8.56M Sell
94,386
-34,139
-27% -$2.8M 0.74% 75
2013
Q3 		$9.71M Buy
+128,525
New +$9.67M 0.83% 59

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

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

Quest Investment Management sold out of American Express (AXP) in Q1 2019, closing a stake of 7,433 shares — an estimated $709K sold.

Quest Investment Management first reported a position in AXP in Q3 2013 and held it in 16 quarters. The position peaked at $9.71M in Q3 2013. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

  • Quest Investment Management reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
  • Quest Investment Management sold 7,433 American Express shares in Q1 2019, an estimated $709K.
  • Quest Investment Management first reported a position in American Express in Q3 2013 and held it in 16 quarters.
  • Quest Investment Management's American Express position peaked at $9.71M in Q3 2013.
  • 1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Quest Investment Management's 13F filing for Q1 2019, filed 14 May 2019.