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Horan Capital Management’s American Express AXP Stock Holding History

Horan 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
-19,569
Closed -$1.86M – 36
2020
Q2 		$1.86M Sell
19,569
-6,767
-26% -$623K 0.29% 30
2020
Q1 		$2.25M Sell
26,336
-9,450
-26% -$1.1M 0.42% 30
2019
Q4 		$4.46M Sell
35,786
-262
-0.7% -$31.3K 0.73% 28
2019
Q3 		$4.26M Sell
36,048
-57
-0.2% -$6.99K 0.76% 30
2019
Q2 		$4.46M Buy
+36,105
New +$4.24M 0.8% 29
2019
Q1 		– Sell
-38,074
Closed -$3.63M – 68
2018
Q4 		$3.63M Sell
38,074
-259
-0.7% -$27.1K 0.76% 31
2018
Q3 		$4.08M Buy
38,333
+78
+0.2% +$8.11K 0.75% 32
2018
Q2 		$3.75M Buy
+38,255
New +$3.76M 0.73% 32
2017
Q3 		– Sell
-50,293
Closed -$4.24M – 69
2017
Q2 		$4.24M Sell
50,293
-695
-1% -$55K 0.93% 31
2017
Q1 		$4.03M Sell
50,988
-561
-1% -$43.9K 0.92% 31
2016
Q4 		$3.82M Buy
51,549
+1,842
+4% +$128K 0.99% 32
2016
Q3 		$3.18M Buy
49,707
+6,112
+14% +$393K 0.84% 33
2016
Q2 		$2.65M Buy
43,595
+2,424
+6% +$154K 0.73% 35
2016
Q1 		$2.53M Buy
41,171
+30,644
+291% +$1.78M 0.7% 36
2015
Q4 		$732K Sell
10,527
-945
-8% -$68.8K 0.2% 52
2015
Q3 		$850K Buy
11,472
+2,424
+27% +$186K 0.25% 46
2015
Q2 		$703K Buy
9,048
+7,211
+393% +$572K 0.2% 45
2015
Q1 		$143K Buy
+1,837
New +$153K 0.04% 53
2014
Q2 		– Sell
-45,391
Closed -$4.09M – 37
2014
Q1 		$4.09M Sell
45,391
-21,419
-32% -$1.91M 1.41% 27
2013
Q4 		$6.06M Sell
66,810
-1,777
-3% -$146K 2.08% 24
2013
Q3 		$5.18M Sell
68,587
-1,994
-3% -$150K 1.97% 24
2013
Q2 		$5.28M Buy
+70,581
New +$5.02M 2.08% 23

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Horan Capital Management sold out of American Express (AXP) in Q3 2020, closing a stake of 19,569 shares — an estimated $1.86M sold.

Horan Capital Management first reported a position in AXP in Q2 2013 and held it in 22 quarters. The position peaked at $6.06M in Q4 2013. 1,560 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • Horan Capital Management reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
  • Horan Capital Management sold 19,569 American Express shares in Q3 2020, an estimated $1.86M.
  • Horan Capital Management first reported a position in American Express in Q2 2013 and held it in 22 quarters.
  • Horan Capital Management's American Express position peaked at $6.06M in Q4 2013.
  • 1,560 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Horan Capital Management's 13F filing for Q3 2020, filed 5 Oct 2020.