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Zebra Capital Management’s American Express AXP Stock Holding History

Zebra Capital 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
-4,399
Closed -$419K – 434
2018
Q4 		$419K Sell
4,399
-627
-12% -$65.6K 0.26% 166
2018
Q3 		$535K Buy
+5,026
New +$523K 0.24% 176

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

Zebra Capital Management's AXP Position: Q1 2019 in Review

Zebra Capital Management sold out of American Express (AXP) in Q1 2019, closing a stake of 4,399 shares — an estimated $419K sold.

Zebra Capital Management first reported a position in AXP in Q3 2018 and held it in 2 quarters. The position peaked at $535K in Q3 2018. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

  • Zebra Capital Management reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
  • Zebra Capital Management sold 4,399 American Express shares in Q1 2019, an estimated $419K.
  • Zebra Capital Management first reported a position in American Express in Q3 2018 and held it in 2 quarters.
  • Zebra Capital Management's American Express position peaked at $535K in Q3 2018.
  • 1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Zebra Capital Management's 13F filing for Q1 2019, filed 15 May 2019.