AMERICAN EXPRESS CO's ticker is and the CUSIP is 25816109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,006,000 | +31.5% | 15,710 | +24.7% | 1.04% | +28.9% |
| Q2 2016 | $765,000 | +51.2% | 12,595 | +52.8% | 0.81% | +53.8% |
| Q1 2016 | $506,000 | -8.5% | 8,245 | +3.8% | 0.52% | -9.2% |
| Q4 2015 | $553,000 | -8.4% | 7,945 | -2.5% | 0.58% | -12.7% |
| Q3 2015 | $604,000 | -6.9% | 8,145 | -2.4% | 0.66% | +0.3% |
| Q2 2015 | $649,000 | -7.2% | 8,345 | -6.7% | 0.66% | -7.8% |
| Q1 2015 | $699,000 | -16.0% | 8,945 | 0.0% | 0.72% | -5.5% |
| Q4 2014 | $832,000 | – | 8,945 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DAVIS CAPITAL PARTNERS, LLC | 251,500 | $18,993,000 | 8.78% |
| BUSH ODONNELL INVESTMENT ADVISORS INC | 146,976 | $11,100,000 | 5.34% |
| NOESIS CAPITAL MANGEMENT CORP | 97,423 | $7,357,000 | 3.88% |
| HORAN CAPITAL MANAGEMENT | 68,587 | $5,179,000 | 1.97% |
| MIDDLETON & CO INC/MA | 96,764 | $7,308,000 | 1.92% |
| Overbrook Management Corp | 82,520 | $6,232,000 | 1.44% |
| JUPITER ASSET MANAGEMENT LTD | 406,559 | $30,703,336,000 | 1.35% |
| Buffington Mohr McNeal | 25,755 | $1,945,000 | 1.22% |
| BRAUN STACEY ASSOCIATES INC | 260,824 | $19,698,000 | 1.21% |
| Alerus Investment Advisors Corp | 76,287 | $5,762,000 | 1.15% |