American Express (AXP)

Sector:Financials
Super Investor Stats:
Ownership count:11
Ownership rank:21
% of all portfolios:0.485%
Hold Price * :$252.61
History Portfolio Manager Activity Share change % change to portfolio
Q4  2017
Robert Olstein - Olstein Capital Management Reduce 27.27% 18,000 0.23
David Katz - Matrix Asset Advisors Reduce 42.35% 7,200 1.18
Q3  2017
Lee Ainslie - Maverick Capital Add 23.25% 4,830 0.01
Mairs & Power Growth Fund Add 0.66% 5,000 0.01
Thomas Russo - Gardner Russo & Quinn Add 0.33% 539 0.00
Dodge & Cox Reduce 2.92% 497,000 0.07
David Katz - Matrix Asset Advisors Reduce 5.03% 900 0.14
Robert Olstein - Olstein Capital Management Reduce 33.54% 33,306 0.39
Hillman Value Fund Sell 100.00% 15,000 3.95
Q2  2017
Lee Ainslie - Maverick Capital Add 146.09% 12,330 0.01
Mairs & Power Growth Fund Add 5.56% 40,000 0.07
Thomas Russo - Gardner Russo & Quinn Add 2.37% 3,819 0.00
Robert Olstein - Olstein Capital Management Reduce 10.45% 11,594 0.12
Q1  2017
Mairs & Power Growth Fund Add 5.88% 40,000 0.07
Thomas Russo - Gardner Russo & Quinn Add 1.49% 2,360 0.00
Dodge & Cox Reduce 1.16% 200,000 0.02
Robert Olstein - Olstein Capital Management Reduce 2.72% 3,100 0.03
David Katz - Matrix Asset Advisors Reduce 4.79% 900 0.12
Steven Romick - FPA Crescent Fund Reduce 41.29% 1,849,800 1.42
Lee Ainslie - Maverick Capital Reduce 99.64% 2,332,189 2.76
Q4  2016
Thomas Russo - Gardner Russo & Quinn Add 1.92% 2,995 0.00
Dodge & Cox Reduce 1.26% 220,000 0.03
David Katz - Matrix Asset Advisors Reduce 2.08% 400 0.05
Steven Romick - FPA Crescent Fund Reduce 2.52% 115,970 0.08
Robert Olstein - Olstein Capital Management Reduce 8.80% 11,000 0.11
Lee Ainslie - Maverick Capital Reduce 34.22% 1,217,750 1.18
Q3  2016
Robert Olstein - Olstein Capital Management Add 7.76% 9,000 0.09
Dodge & Cox Add 1.93% 330,600 0.04
Mairs & Power Growth Fund Add 1.49% 10,000 0.01
Thomas Russo - Gardner Russo & Quinn Add 1.16% 1,790 0.00
Steven Romick - FPA Crescent Fund Reduce 4.14% 198,490 0.13
Lee Ainslie - Maverick Capital Reduce 23.42% 1,088,411 0.83
Stephen Mandel - Lone Pine Capital Sell 100.00% 25,000 0.01
Q2  2016
Lee Ainslie - Maverick Capital Add 52465.50% 4,637,950 3.82
Mairs & Power Growth Fund Add 19.64% 110,000 0.16
Dodge & Cox Add 8.69% 1,365,900 0.16
Robert Olstein - Olstein Capital Management Add 3.57% 4,000 0.04
Thomas Russo - Gardner Russo & Quinn Add 1.37% 2,075 0.00
Steven Romick - FPA Crescent Fund Reduce 5.20% 263,139 0.16
Q1  2016
Stephen Mandel - Lone Pine Capital Add 1851.60% 23,719 0.01
Lee Ainslie - Maverick Capital Add 142.86% 5,200 0.01
Steven Romick - FPA Crescent Fund Add 91.10% 2,410,999 1.49
Dodge & Cox Add 46.64% 5,000,000 0.58
Robert Olstein - Olstein Capital Management Add 40.00% 32,000 0.33
Mairs & Power Growth Fund Add 7.69% 40,000 0.06
Thomas Russo - Gardner Russo & Quinn Add 1.17% 1,755 0.00
David Katz - Matrix Asset Advisors Reduce 12.73% 2,800 0.30
Chris Hohn - TCI Fund Management Sell 100.00% 2,725,004 3.81
William Von Mueffling - Cantillon Capital Management Sell 100.00% 2,121,750 2.78
Q4  2015
Steven Romick - FPA Crescent Fund Add 311.96% 2,004,010 1.38
Dodge & Cox Add 273.56% 7,850,881 1.02
Robert Olstein - Olstein Capital Management Add 77.78% 35,000 0.38
Stephen Mandel - Lone Pine Capital Add 28.10% 281 0.00
Lee Ainslie - Maverick Capital Add 13.75% 440 0.00
Thomas Russo - Gardner Russo & Quinn Add 3.30% 4,790 0.00
Mairs & Power Growth Fund Add 1.96% 10,000 0.02
William Von Mueffling - Cantillon Capital Management Add 0.32% 6,800 0.01
ValueAct Capital Sell 100.00% 11,300,000 4.87
Q3  2015
Mairs & Power Growth Fund Add 121.74% 280,000 0.57
David Katz - Matrix Asset Advisors Add 22.22% 4,000 0.45
Thomas Gayner - Markel Group Add 5.18% 19,000 0.04
ValueAct Capital Add 1.80% 200,000 0.09
Robert Olstein - Olstein Capital Management Buy 45,000 0.53
Steven Romick - FPA Crescent Fund Buy 642,400 0.48
Dodge & Cox Buy 2,869,919 0.40
Stephen Mandel - Lone Pine Capital Buy 1,000 0.00
William Von Mueffling - Cantillon Capital Management Reduce 0.21% 4,400 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 5.13% 7,860 0.01
Q2  2015
Thomas Russo - Gardner Russo & Quinn Add 19.61% 25,094 0.02
Thomas Gayner - Markel Group Add 1.66% 6,000 0.01
ValueAct Capital Buy 11,100,000 4.54
Mairs & Power Growth Fund Buy 230,000 0.44
William Von Mueffling - Cantillon Capital Management Reduce 2.67% 58,100 0.09
Q1  2015
David Katz - Matrix Asset Advisors Add 52.54% 6,200 0.65
Thomas Gayner - Markel Group Add 3.44% 12,000 0.02
Hillman Value Fund Buy 15,000 3.36
William Von Mueffling - Cantillon Capital Management Buy 2,177,450 3.33
Lee Ainslie - Maverick Capital Buy 3,200 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 0.00% 5 0.00
Robert Olstein - Olstein Capital Management Sell 100.00% 69,000 0.94
Q4  2014
Robert Olstein - Olstein Capital Management Add 9.52% 6,000 0.08
Thomas Russo - Gardner Russo & Quinn Reduce 0.42% 536 0.00
Q3  2014
Robert Olstein - Olstein Capital Management Add 14.55% 8,000 0.11
Thomas Russo - Gardner Russo & Quinn Reduce 0.95% 1,235 0.00
David Katz - Matrix Asset Advisors Reduce 2.48% 300 0.04
Hillman Value Fund Sell 100.00% 10,000 3.45
Q2  2014
Robert Olstein - Olstein Capital Management Add 48.65% 18,000 0.27
Thomas Russo - Gardner Russo & Quinn Add 0.26% 335 0.00
David Katz - Matrix Asset Advisors Reduce 12.95% 1,800 0.21
Q1  2014
Thomas Russo - Gardner Russo & Quinn Add 2.24% 2,840 0.00
Thomas Gayner - Markel Group Reduce 0.99% 3,500 0.01
David Katz - Matrix Asset Advisors Reduce 27.98% 5,400 0.59
David Rolfe - Wedgewood Partners Sell 100.00% 1,501,341 2.83
Stephen Mandel - Lone Pine Capital Sell 100.00% 4,392,879 1.85
Q4  2013
Hillman Value Fund Add 17.79% 1,510 0.51
David Rolfe - Wedgewood Partners Add 8.11% 112,609 0.21
Thomas Russo - Gardner Russo & Quinn Reduce 0.29% 370 0.00
Thomas Gayner - Markel Group Reduce 0.49% 1,737 0.00
Stephen Mandel - Lone Pine Capital Reduce 29.65% 1,851,640 0.78
David Katz - Matrix Asset Advisors Reduce 36.72% 11,200 1.32

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.