Check Capital Management’s American Express AXP Stock Holding History

Check 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
2020 Q3	–	Sell	-265,091	Closed	-$25.2M	–	41
2020 Q2	$25.2M	Sell	265,091 -56,999	-18%	-$5.25M	1.74%	13
2020 Q1	$27.6M	Sell	322,090 -20,094	-6%	-$2.34M	1.82%	10
2019 Q4	$42.6M	Sell	342,184 -6,613	-2%	-$790K	2.05%	11
2019 Q3	$41.3M	Sell	348,797 -171,522	-33%	-$21M	2.18%	13
2019 Q2	$64.2M	Sell	520,319 -21,931	-4%	-$2.58M	3.3%	5
2019 Q1	$59.3M	Sell	542,250 -17,324	-3%	-$1.82M	3.14%	4
2018 Q4	$53.3M	Sell	559,574 -18,240	-3%	-$1.91M	2.87%	5
2018 Q3	$61.5M	Sell	577,814 -7,535	-1%	-$784K	3.07%	6
2018 Q2	$57.4M	Sell	585,349 -11,708	-2%	-$1.15M	3.04%	11
2018 Q1	$55.7M	Buy	597,057 +91,157	+18%	+$8.83M	2.97%	8
2017 Q4	$50.2M	Sell	505,900 -21,881	-4%	-$2.08M	2.76%	11
2017 Q3	$47.7M	Sell	527,781 -3,817	-0.7%	-$328K	2.85%	9
2017 Q2	$44.8M	Buy	531,598 +90,315	+20%	+$7.15M	2.86%	10
2017 Q1	$34.9M	Sell	441,283 -43,502	-9%	-$3.4M	2.39%	14
2016 Q4	$35.9M	Buy	484,785 +669	+0.1%	+$46.3K	2.74%	10
2016 Q3	$31M	Buy	484,116 +8,366	+2%	+$537K	2.42%	12
2016 Q2	$28.9M	Buy	475,750 +51,111	+12%	+$3.24M	2.36%	15
2016 Q1	$26.1M	Sell	424,639 -19,132	-4%	-$1.11M	2.22%	15
2015 Q4	$30.9M	Sell	443,771 -16,639	-4%	-$1.21M	2.95%	11
2015 Q3	$34.1M	Buy	460,410 +12,530	+3%	+$964K	3.34%	8
2015 Q2	$34.8M	Sell	447,880 -10,220	-2%	-$811K	3.27%	7
2015 Q1	$35.8M	Buy	458,100 +212,686	+87%	+$17.7M	3.05%	8
2014 Q4	$22.8M	Buy	+245,414	New	+$22M	2.01%	12
2013 Q3	–	Sell	-86,167	Closed	-$6.44M	–	52
2013 Q2	$6.44M	Buy	+86,167	New	+$6.13M	0.9%	21

Other funds holding AXP

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 $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Check Capital Management's AXP Position: Q3 2020 in Review

Check Capital Management sold out of American Express (AXP) in Q3 2020, closing a stake of 265,091 shares — an estimated $25.2M sold.

Check Capital Management first reported a position in AXP in Q2 2013 and held it in 24 quarters. The position peaked at $64.2M in Q2 2019. 1,560 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

Check Capital Management reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
Check Capital Management sold 265,091 American Express shares in Q3 2020, an estimated $25.2M.
Check Capital Management first reported a position in American Express in Q2 2013 and held it in 24 quarters.
Check Capital Management's American Express position peaked at $64.2M in Q2 2019.
1,560 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Check Capital Management's 13F filing for Q3 2020, filed 6 Nov 2020.