Horan Capital Advisors’s American Express AXP Stock Holding History

Horan Capital Advisors’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 Q4	–	Sell	-610	Closed	-$61K	–	101
2020 Q3	$61K	Buy	+610	New	+$60K	0.03%	158
2020 Q1	–	Sell	-610	Closed	-$76K	–	85
2019 Q4	$76K	Hold	610	–	–	0.05%	121
2019 Q3	$72K	Buy	+610	New	+$74.8K	0.04%	122
2019 Q2	–	Sell	-610	Closed	-$67K	–	84
2019 Q1	$67K	Buy	+610	New	+$64.1K	0.04%	127
2017 Q4	–	Sell	-610	Closed	-$55K	–	80
2017 Q3	$55K	Buy	+610	New	+$52.4K	0.03%	141
2016 Q1	–	Sell	-31,715	Closed	-$2.21M	–	60
2015 Q4	$2.21M	Sell	31,715 -2,595	-8%	-$189K	1.84%	18
2015 Q3	$2.54M	Buy	34,310 +1,330	+4%	+$102K	2.14%	11
2015 Q2	$2.56M	Buy	32,980 +910	+3%	+$72.2K	2.16%	18
2015 Q1	$2.5M	Buy	32,070 +2,168	+7%	+$180K	2.09%	17
2014 Q4	$2.78M	Buy	29,902 +1,255	+4%	+$113K	2.3%	9
2014 Q3	$2.51M	Buy	28,647 +3,040	+12%	+$274K	2.22%	11
2014 Q2	$2.43M	Buy	25,607 +1,870	+8%	+$169K	2.22%	11
2014 Q1	$2.14M	Buy	23,737 +1,640	+7%	+$146K	2.06%	13
2013 Q4	$2M	Buy	+22,097	New	+$1.82M	2.05%	10
2013 Q3	–	Sell	-19,582	Closed	-$1.46M	–	64
2013 Q2	$1.46M	Buy	+19,582	New	+$1.39M	2.22%	8

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horan Capital Advisors's AXP Position: Q4 2020 in Review

Horan Capital Advisors sold out of American Express (AXP) in Q4 2020, closing a stake of 610 shares — an estimated $61K sold.

Horan Capital Advisors first reported a position in AXP in Q2 2013 and held it in 15 quarters. The position peaked at $2.78M in Q4 2014. 1,721 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

Horan Capital Advisors reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 610 American Express shares in Q4 2020, an estimated $61K.
Horan Capital Advisors first reported a position in American Express in Q2 2013 and held it in 15 quarters.
Horan Capital Advisors's American Express position peaked at $2.78M in Q4 2014.
1,721 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.