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Corbett Road Capital Management’s American Express AXP Stock Holding History

Corbett Road 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
-3,043
Closed -$289K – 121
2020
Q2 		$289K Buy
+3,043
New +$280K 0.28% 86
2020
Q1 		– Sell
-1,690
Closed -$210K – 70
2019
Q4 		$210K Buy
+1,690
New +$202K 0.21% 110

Other funds holding AXP

Berkshire Hathaway
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Corbett Road Capital Management's AXP Position: Q3 2020 in Review

Corbett Road Capital Management sold out of American Express (AXP) in Q3 2020, closing a stake of 3,043 shares — an estimated $289K sold.

Corbett Road Capital Management first reported a position in AXP in Q4 2019 and held it in 2 quarters. The position peaked at $289K in Q2 2020. 1,561 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • Corbett Road Capital Management reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
  • Corbett Road Capital Management sold 3,043 American Express shares in Q3 2020, an estimated $289K.
  • Corbett Road Capital Management first reported a position in American Express in Q4 2019 and held it in 2 quarters.
  • Corbett Road Capital Management's American Express position peaked at $289K in Q2 2020.
  • 1,561 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Corbett Road Capital Management's 13F filing for Q3 2020, filed 29 Oct 2020.