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Quantum Capital Management (California)’s American Express AXP Stock Holding History

Quantum Capital Management (California)’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 		$180K Hold
1,800
– – 0.2% 80
2020
Q2 		$171K Hold
1,800
– – 0.1% 119
2020
Q1 		$154K Hold
1,800
– – 0.1% 136
2019
Q4 		$224K Hold
1,800
– – 0.11% 130
2019
Q3 		$213K Hold
1,800
– – 0.11% 141
2019
Q2 		$222K Buy
+1,800
New +$211K 0.12% 142

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quantum Capital Management (California)'s AXP Position: Q3 2020 in Review

Quantum Capital Management (California) held its American Express (AXP) position steady in Q3 2020 at 1,800 shares worth $180K. The position accounts for 0.2% of the portfolio, ranked #80.

Quantum Capital Management (California) first reported a position in AXP in Q2 2019 and has held it in 6 quarters since. The position peaked at $224K in Q4 2019. 1,561 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • Quantum Capital Management (California) held 1,800 shares of American Express worth $180K as of Q3 2020.
  • Quantum Capital Management (California) left its American Express share count unchanged in Q3 2020.
  • American Express made up 0.2% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #80 holding.
  • Quantum Capital Management (California) first reported a position in American Express in Q2 2019 and has held it in 6 quarters since.
  • Quantum Capital Management (California)'s American Express position peaked at $224K in Q4 2019.
  • 1,561 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.