Steph & Co’s American Express AXP Stock Holding History

Steph & Co’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	–	Sell	-231	Closed	-$22K	–	231
2020 Q2	$22K	Buy	231 +100	+76%	+$9.21K	0.02%	177
2020 Q1	$11K	Hold	131	–	–	0.01%	206
2019 Q4	$16K	Buy	+131	New	+$15.7K	0.01%	206

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

Steph & Co's AXP Position: Q3 2020 in Review

Steph & Co sold out of American Express (AXP) in Q3 2020, closing a stake of 231 shares — an estimated $22K sold.

Steph & Co first reported a position in AXP in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q2 2020. 1,561 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

Steph & Co reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
Steph & Co sold 231 American Express shares in Q3 2020, an estimated $22K.
Steph & Co first reported a position in American Express in Q4 2019 and held it in 3 quarters.
Steph & Co's American Express position peaked at $22K in Q2 2020.
1,561 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Steph & Co's 13F filing for Q3 2020, filed 27 Oct 2020.