Stewart West Indies Trading Company’s American Express AXP Stock Holding History

Stewart West Indies Trading Company’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 Q1	$19.6M	Hold	210,000	–	–	1.7%	16
2017 Q4	$20.9M	Hold	210,000	–	–	1.76%	16
2017 Q3	$19M	Hold	210,000	–	–	1.66%	18
2017 Q2	$17.7M	Hold	210,000	–	–	1.55%	18
2017 Q1	$16.6M	Hold	210,000	–	–	1.43%	19
2016 Q4	$15.6M	Hold	210,000	–	–	1.38%	19
2016 Q3	$13.4M	Hold	210,000	–	–	1.29%	19
2016 Q2	$12.8M	Hold	210,000	–	–	1.23%	20
2016 Q1	$12.9M	Hold	210,000	–	–	1.28%	19
2015 Q4	$14.6M	Hold	210,000	–	–	1.51%	17
2015 Q3	$15.6M	Buy	210,000 +156,200	+290%	+$12M	1.64%	17
2015 Q2	$4.18M	Hold	53,800	–	–	0.42%	23
2015 Q1	$4.2M	Hold	53,800	–	–	0.41%	24
2014 Q4	$5.01M	Hold	53,800	–	–	0.48%	23
2014 Q3	$4.71M	Buy	53,800 +18,800	+54%	+$1.69M	0.47%	23
2014 Q2	$3.32M	Hold	35,000	–	–	0.34%	26
2014 Q1	$3.15M	Hold	35,000	–	–	0.34%	25
2013 Q4	$3.18M	Hold	35,000	–	–	0.34%	27
2013 Q3	$2.64M	Hold	35,000	–	–	0.3%	30
2013 Q2	$2.62M	Buy	+35,000	New	+$2.49M	0.3%	27

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

Stewart West Indies Trading Company's AXP Position: Q1 2018 in Review

Stewart West Indies Trading Company held its American Express (AXP) position steady in Q1 2018 at 210,000 shares worth $19.6M. The position accounts for 1.7% of the portfolio, ranked #16.

Stewart West Indies Trading Company first reported a position in AXP in Q2 2013 and has held it in 20 quarters since. The position peaked at $20.9M in Q4 2017. 1,442 funds tracked by Wall St. Rank hold AXP as of Q1 2018.

Stewart West Indies Trading Company held 210,000 shares of American Express worth $19.6M as of Q1 2018.
Stewart West Indies Trading Company left its American Express share count unchanged in Q1 2018.
American Express made up 1.7% of Stewart West Indies Trading Company's portfolio in Q1 2018, its #16 holding.
Stewart West Indies Trading Company first reported a position in American Express in Q2 2013 and has held it in 20 quarters since.
Stewart West Indies Trading Company's American Express position peaked at $20.9M in Q4 2017.
1,442 funds tracked by Wall St. Rank held American Express as of Q1 2018.

Based on Stewart West Indies Trading Company's 13F filing for Q1 2018, filed 15 May 2018.