Wasatch Advisors’s American Express AXP Stock Holding History

Wasatch Advisors’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	–	Sell	-4,400	Closed	-$437K	–	295
2017 Q4	$437K	Sell	4,400 -500	-10%	-$47.6K	0.01%	285
2017 Q3	$443K	Sell	4,900 -500	-9%	-$43K	0.01%	303
2017 Q2	$455K	Sell	5,400 -600	-10%	-$47.5K	0.01%	324
2017 Q1	$475K	Buy	+6,000	New	+$469K	0.01%	325
2016 Q4	–	Sell	-7,887	Closed	-$505K	–	362
2016 Q3	$505K	Buy	+7,887	New	+$507K	0.01%	334

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Wasatch Advisors's AXP Position: Q1 2018 in Review

Wasatch Advisors sold out of American Express (AXP) in Q1 2018, closing a stake of 4,400 shares — an estimated $437K sold.

Wasatch Advisors first reported a position in AXP in Q3 2016 and held it in 5 quarters. The position peaked at $505K in Q3 2016. 1,443 funds tracked by Wall St. Rank hold AXP as of Q1 2018.

Wasatch Advisors reported no remaining American Express position as of Q1 2018 after selling out during the quarter.
Wasatch Advisors sold 4,400 American Express shares in Q1 2018, an estimated $437K.
Wasatch Advisors first reported a position in American Express in Q3 2016 and held it in 5 quarters.
Wasatch Advisors's American Express position peaked at $505K in Q3 2016.
1,443 funds tracked by Wall St. Rank held American Express as of Q1 2018.

Based on Wasatch Advisors's 13F filing for Q1 2018, filed 2 May 2018.