Alpine Woods Capital Investors’s American Express AXP Stock Holding History

Alpine Woods Capital Investors’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
2024 Q1	–	Sell	-6,300	Closed	-$1.18M	–	173
2023 Q4	$1.18M	Hold	6,300	–	–	0.18%	112
2023 Q3	$940K	Buy	+6,300	New	+$1.03M	0.15%	112
2020 Q4	–	Sell	-14,474	Closed	-$1.45M	–	222
2020 Q3	$1.45M	Buy	14,474 +3,197	+28%	+$315K	0.22%	126
2020 Q2	$1.07M	Buy	11,277 +1,439	+15%	+$132K	0.21%	119
2020 Q1	$842K	Buy	9,838 +2,908	+42%	+$338K	0.19%	120
2019 Q4	$863K	Buy	+6,930	New	+$828K	0.16%	122

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Alpine Woods Capital Investors's AXP Position: Q1 2024 in Review

Alpine Woods Capital Investors sold out of American Express (AXP) in Q1 2024, closing a stake of 6,300 shares — an estimated $1.18M sold.

Alpine Woods Capital Investors first reported a position in AXP in Q4 2019 and held it in 6 quarters. The position peaked at $1.45M in Q3 2020. 2,308 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

Alpine Woods Capital Investors reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
Alpine Woods Capital Investors sold 6,300 American Express shares in Q1 2024, an estimated $1.18M.
Alpine Woods Capital Investors first reported a position in American Express in Q4 2019 and held it in 6 quarters.
Alpine Woods Capital Investors's American Express position peaked at $1.45M in Q3 2020.
2,308 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2024, filed 1 May 2024.