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Moon Capital Management (Tennessee)’s American Express AXP Stock Holding History

Moon Capital Management (Tennessee)’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
Q2 		$238K Hold
2,500
– – 0.29% 39
2020
Q1 		$214K Sell
2,500
-273
-10% -$31.8K 0.29% 36
2019
Q4 		$345K Buy
2,773
+1
+0% +$120 0.36% 37
2019
Q3 		$311K Buy
2,772
+1
+0% +$123 3.7% 11
2019
Q2 		$342K Buy
2,771
+1
+0% +$117 0.37% 36
2019
Q1 		$303K Buy
2,770
+1
+0% +$105 0.35% 39
2018
Q4 		$264K Buy
2,769
+1
+0% +$105 0.33% 39
2018
Q3 		$299K Buy
2,768
+1
+0% +$104 0.3% 40
2018
Q2 		$271K Buy
2,767
+1
+0% +$98 0.29% 40
2018
Q1 		$258K Buy
2,766
+1
+0% +$97 0.3% 37
2017
Q4 		$275K Buy
+2,765
New +$263K 0.28% 40
2016
Q3 		– Sell
-31,486
Closed -$1.91M – 43
2016
Q2 		$1.91M Buy
31,486
+238
+0.8% +$15.1K 2.39% 18
2016
Q1 		$1.92M Buy
+31,248
New +$1.82M 2.45% 19

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Moon Capital Management (Tennessee)'s AXP Position: Q2 2020 in Review

Moon Capital Management (Tennessee) held its American Express (AXP) position steady in Q2 2020 at 2,500 shares worth $238K. The position accounts for 0.29% of the portfolio, ranked #39.

Moon Capital Management (Tennessee) first reported a position in AXP in Q1 2016 and has held it in 13 quarters since. The position peaked at $1.92M in Q1 2016. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

  • Moon Capital Management (Tennessee) held 2,500 shares of American Express worth $238K as of Q2 2020.
  • Moon Capital Management (Tennessee) left its American Express share count unchanged in Q2 2020.
  • American Express made up 0.29% of Moon Capital Management (Tennessee)'s portfolio in Q2 2020, its #39 holding.
  • Moon Capital Management (Tennessee) first reported a position in American Express in Q1 2016 and has held it in 13 quarters since.
  • Moon Capital Management (Tennessee)'s American Express position peaked at $1.92M in Q1 2016.
  • 1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Moon Capital Management (Tennessee)'s 13F filing for Q2 2020, filed 24 Aug 2020.