ETrade Capital Management’s American Express AXP Stock Holding History

ETrade 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	$847K	Buy	8,447 +1,047	+14%	+$103K	0.02%	422
2020 Q2	$704K	Buy	7,400 +385	+5%	+$35.4K	0.01%	461
2020 Q1	$600K	Buy	7,015 +603	+9%	+$70.2K	0.02%	421
2019 Q4	$798K	Sell	6,412 -2,289	-26%	-$274K	0.02%	415
2019 Q3	$1.03M	Sell	8,701 -3,248	-27%	-$398K	0.03%	343
2019 Q2	$1.48M	Buy	11,949 +43	+0.4%	+$5.05K	0.04%	261
2019 Q1	$1.3M	Buy	11,906 +2,130	+22%	+$224K	0.04%	273
2018 Q4	$932K	Sell	9,776 -3,299	-25%	-$345K	0.03%	318
2018 Q3	$1.39M	Buy	13,075 +721	+6%	+$75K	0.04%	262
2018 Q2	$1.21M	Buy	12,354 +5,359	+77%	+$527K	0.04%	297
2018 Q1	$653K	Buy	6,995 +4,452	+175%	+$431K	0.02%	445
2017 Q4	$253K	Buy	+2,543	New	+$242K	0.01%	660
2014 Q2	–	Sell	-94	Closed	-$8K	–	450
2014 Q1	$8K	Sell	94 -94	-50%	-$8.4K	﹤0.01%	734
2013 Q4	$17K	Sell	188 -112	-37%	-$9.2K	﹤0.01%	649
2013 Q3	$23K	Buy	300 +57	+23%	+$4.29K	﹤0.01%	534
2013 Q2	$18K	Buy	+243	New	+$17.3K	﹤0.01%	502

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

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

ETrade Capital Management increased its American Express (AXP) stake by 14% in Q3 2020, buying an estimated $103K and bringing the position to 8,447 shares worth $847K. The position accounts for 0.02% of the portfolio, ranked #422.

ETrade Capital Management first reported a position in AXP in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.48M in Q2 2019. 1,561 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

ETrade Capital Management held 8,447 shares of American Express worth $847K as of Q3 2020.
ETrade Capital Management bought 1,047 American Express shares in Q3 2020, an estimated $103K.
American Express made up 0.02% of ETrade Capital Management's portfolio in Q3 2020, its #422 holding.
ETrade Capital Management first reported a position in American Express in Q2 2013 and has held it in 16 quarters since.
ETrade Capital Management's American Express position peaked at $1.48M in Q2 2019.
1,561 funds tracked by Wall St. Rank held American Express as of Q3 2020.

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