Tirschwell & Loewy’s American Express AXP Stock Holding History

Tirschwell & Loewy’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	$306K	Hold	2,800	–	–	0.04%	63
2018 Q4	$267K	Hold	2,800	–	–	0.04%	66
2018 Q3	$298K	Hold	2,800	–	–	0.04%	65
2018 Q2	$274K	Hold	2,800	–	–	0.04%	71
2018 Q1	$261K	Hold	2,800	–	–	0.04%	74
2017 Q4	$278K	Sell	2,800 -500	-15%	-$47.6K	0.04%	72
2017 Q3	$299K	Hold	3,300	–	–	0.05%	72
2017 Q2	$278K	Hold	3,300	–	–	0.04%	72
2017 Q1	$261K	Hold	3,300	–	–	0.04%	73
2016 Q4	$244K	Sell	3,300 -1,550	-32%	-$107K	0.04%	75
2016 Q3	$311K	Sell	4,850 -100	-2%	-$6.42K	0.05%	74
2016 Q2	$301K	Hold	4,950	–	–	0.05%	77
2016 Q1	$304K	Hold	4,950	–	–	0.05%	78
2015 Q4	$344K	Hold	4,950	–	–	0.06%	77
2015 Q3	$367K	Buy	4,950 +500	+11%	+$38.5K	0.07%	73
2015 Q2	$346K	Hold	4,450	–	–	0.06%	73
2015 Q1	$348K	Sell	4,450 -100	-2%	-$8.31K	0.06%	74
2014 Q4	$423K	Hold	4,550	–	–	0.07%	72
2014 Q3	$398K	Sell	4,550 -500	-10%	-$45K	0.07%	72
2014 Q2	$479K	Sell	5,050 -500	-9%	-$45.1K	0.08%	69
2014 Q1	$500K	Hold	5,550	–	–	0.09%	70
2013 Q4	$504K	Hold	5,550	–	–	0.09%	69
2013 Q3	$419K	Hold	5,550	–	–	0.08%	73
2013 Q2	$415K	Buy	+5,550	New	+$395K	0.09%	73

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Tirschwell & Loewy's AXP Position: Q1 2019 in Review

Tirschwell & Loewy held its American Express (AXP) position steady in Q1 2019 at 2,800 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #63.

Tirschwell & Loewy first reported a position in AXP in Q2 2013 and has held it in 24 quarters since. The position peaked at $504K in Q4 2013. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

Tirschwell & Loewy held 2,800 shares of American Express worth $306K as of Q1 2019.
Tirschwell & Loewy left its American Express share count unchanged in Q1 2019.
American Express made up 0.04% of Tirschwell & Loewy's portfolio in Q1 2019, its #63 holding.
Tirschwell & Loewy first reported a position in American Express in Q2 2013 and has held it in 24 quarters since.
Tirschwell & Loewy's American Express position peaked at $504K in Q4 2013.
1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Tirschwell & Loewy's 13F filing for Q1 2019, filed 3 Apr 2019.