Polar Capital’s American Express AXP Stock Holding History

Polar Capital’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	$2.21M	Hold	22,092	–	–	0.02%	243
2020 Q2	$2.1M	Buy	22,092 +11,093	+101%	+$1.02M	0.02%	231
2020 Q1	$942K	Buy	+10,999	New	+$1.28M	0.01%	260
2015 Q4	–	Sell	-36,975	Closed	-$2.74M	–	269
2015 Q3	$2.74M	Sell	36,975 -14,056	-28%	-$1.08M	0.06%	207
2015 Q2	$3.97M	Buy	51,031 +46,548	+1,038%	+$3.69M	0.08%	192
2015 Q1	$350K	Buy	+4,483	New	+$372K	0.01%	274

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Polar Capital's AXP Position: Q3 2020 in Review

Polar Capital held its American Express (AXP) position steady in Q3 2020 at 22,092 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #243.

Polar Capital first reported a position in AXP in Q1 2015 and has held it in 6 quarters since. The position peaked at $3.97M in Q2 2015. 1,560 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

Polar Capital held 22,092 shares of American Express worth $2.21M as of Q3 2020.
Polar Capital left its American Express share count unchanged in Q3 2020.
American Express made up 0.02% of Polar Capital's portfolio in Q3 2020, its #243 holding.
Polar Capital first reported a position in American Express in Q1 2015 and has held it in 6 quarters since.
Polar Capital's American Express position peaked at $3.97M in Q2 2015.
1,560 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.