Compass Capital Management’s American Express AXP Stock Holding History

Compass 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 Q1	–	Sell	-1,985	Closed	-$247K	–	37
2019 Q4	$247K	Hold	1,985	–	–	0.03%	41
2019 Q3	$235K	Hold	1,985	–	–	0.03%	37
2019 Q2	$245K	Hold	1,985	–	–	0.03%	36
2019 Q1	$217K	Buy	+1,985	New	+$209K	0.03%	37
2018 Q4	–	Sell	-1,985	Closed	-$211K	–	39
2018 Q3	$211K	Buy	+1,985	New	+$206K	0.03%	43
2015 Q1	–	Sell	-2,200	Closed	-$205K	–	47
2014 Q4	$205K	Buy	+2,200	New	+$197K	0.04%	45
2014 Q3	–	Sell	-2,200	Closed	-$209K	–	58
2014 Q2	$209K	Buy	+2,200	New	+$198K	0.04%	57

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Compass Capital Management's AXP Position: Q1 2020 in Review

Compass Capital Management sold out of American Express (AXP) in Q1 2020, closing a stake of 1,985 shares — an estimated $247K sold.

Compass Capital Management first reported a position in AXP in Q2 2014 and held it in 7 quarters. The position peaked at $247K in Q4 2019. 1,542 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

Compass Capital Management reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
Compass Capital Management sold 1,985 American Express shares in Q1 2020, an estimated $247K.
Compass Capital Management first reported a position in American Express in Q2 2014 and held it in 7 quarters.
Compass Capital Management's American Express position peaked at $247K in Q4 2019.
1,542 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Compass Capital Management's 13F filing for Q1 2020, filed 24 Apr 2020.