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Kopp Funds’s American Express AXP Stock Holding History

Kopp Funds’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
2013
Q4 		$1.12M Buy
+12,362
New +$1.02M 0.51% 35

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kopp Funds's AXP Position: Q4 2013 in Review

Kopp Funds opened a new position in American Express (AXP) in Q4 2013: 12,362 shares worth $1.12M. The stake represents 0.51% of the portfolio and ranks #35 among its holdings.

1,205 funds tracked by Wall St. Rank hold AXP as of Q4 2013.

  • Kopp Funds held 12,362 shares of American Express worth $1.12M as of Q4 2013.
  • American Express was a new Kopp Funds position in Q4 2013.
  • American Express made up 0.51% of Kopp Funds's portfolio in Q4 2013, its #35 holding.
  • 1,205 funds tracked by Wall St. Rank held American Express as of Q4 2013.

Based on Kopp Funds's 13F filing for Q4 2013, filed 21 Jan 2014.