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

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 $5.7T 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

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return