Howard Capital Management (New York)’s American Express AXP Stock Holding History

Howard Capital Management (New York)’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	$877K	Buy	7,253 +3,036	+72%	+$336K	0.1%	51
2020 Q3	$423K	Hold	4,217	–	–	0.05%	64
2020 Q2	$401K	Hold	4,217	–	–	0.05%	77
2020 Q1	$361K	Hold	4,217	–	–	0.06%	76
2019 Q4	$525K	Hold	4,217	–	–	0.07%	80
2019 Q3	$499K	Hold	4,217	–	–	0.07%	80
2019 Q2	$521K	Sell	4,217 -350	-8%	-$41.1K	0.07%	78
2019 Q1	$499K	Sell	4,567 -400	-8%	-$42K	0.07%	81
2018 Q4	$473K	Hold	4,967	–	–	0.08%	78
2018 Q3	$529K	Hold	4,967	–	–	0.07%	79
2018 Q2	$487K	Sell	4,967 -250	-5%	-$24.6K	0.07%	77
2018 Q1	$487K	Hold	5,217	–	–	0.07%	81
2017 Q4	$518K	Sell	5,217 -25	-0.5%	-$2.38K	0.08%	79
2017 Q3	$474K	Hold	5,242	–	–	0.07%	79
2017 Q2	$442K	Hold	5,242	–	–	0.07%	80
2017 Q1	$415K	Buy	5,242 +350	+7%	+$27.4K	0.07%	79
2016 Q4	$362K	Hold	4,892	–	–	0.06%	79
2016 Q3	$313K	Sell	4,892 -126,968	-96%	-$8.16M	0.06%	84
2016 Q2	$8.01M	Buy	131,860 +2,488	+2%	+$158K	1.54%	33
2016 Q1	$7.94M	Buy	129,372 +3,116	+2%	+$181K	1.56%	32
2015 Q4	$8.78M	Sell	126,256 -1,066	-0.8%	-$77.6K	1.72%	26
2015 Q3	$9.44M	Buy	127,322 +888	+0.7%	+$68.3K	1.92%	22
2015 Q2	$9.83M	Sell	126,434 -9,598	-7%	-$761K	1.87%	21
2015 Q1	$10.6M	Buy	136,032 +4,475	+3%	+$372K	2.05%	17
2014 Q4	$12.2M	Buy	131,557 +8,757	+7%	+$785K	2.35%	15
2014 Q3	$10.8M	Buy	122,800 +3,705	+3%	+$334K	2.14%	16
2014 Q2	$11.3M	Sell	119,095 -2,835	-2%	-$256K	2.22%	16
2014 Q1	$11M	Buy	121,930 +3,817	+3%	+$341K	2.16%	16
2013 Q4	$10.7M	Buy	118,113 +4,665	+4%	+$383K	2.2%	18
2013 Q3	$8.57M	Buy	113,448 +4,785	+4%	+$360K	2.09%	20
2013 Q2	$8.12M	Buy	+108,663	New	+$7.73M	2.13%	19

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

Howard Capital Management (New York)'s AXP Position: Q4 2020 in Review

Howard Capital Management (New York) increased its American Express (AXP) stake by 72% in Q4 2020, buying an estimated $336K and bringing the position to 7,253 shares worth $877K. The position accounts for 0.1% of the portfolio, ranked #51.

Howard Capital Management (New York) first reported a position in AXP in Q2 2013 and has held it in 31 quarters since. The position peaked at $12.2M in Q4 2014. 1,721 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

Howard Capital Management (New York) held 7,253 shares of American Express worth $877K as of Q4 2020.
Howard Capital Management (New York) bought 3,036 American Express shares in Q4 2020, an estimated $336K.
American Express made up 0.1% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #51 holding.
Howard Capital Management (New York) first reported a position in American Express in Q2 2013 and has held it in 31 quarters since.
Howard Capital Management (New York)'s American Express position peaked at $12.2M in Q4 2014.
1,721 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.