Alyeska Investment Group
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Alyeska Investment Group’s American Express AXP Stock Holding History

Alyeska Investment Group’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
2023
Q2 		– Sell
-70,619
Closed -$11.6M – 546
2023
Q1 		$11.6M Buy
+70,619
New +$11.7M 0.1% 227
2022
Q3 		– Sell
-43,000
Closed -$5.96M – 386
2022
Q2 		$5.96M Sell
43,000
-37,218
-46% -$6.15M 0.07% 265
2022
Q1 		$15M Buy
80,218
+52,922
+194% +$9.56M 0.17% 173
2021
Q4 		$4.47M Buy
+27,296
New +$4.65M 0.05% 304
2019
Q3 		– Sell
-45,015
Closed -$5.56M – 409
2019
Q2 		$5.56M Sell
45,015
-123,299
-73% -$14.5M 0.07% 217
2019
Q1 		$18.4M Buy
168,314
+137,378
+444% +$14.4M 0.24% 127
2018
Q4 		$2.95M Sell
30,936
-120,780
-80% -$12.6M 0.04% 261
2018
Q3 		$16.2M Buy
151,716
+83,408
+122% +$8.67M 0.18% 145
2018
Q2 		$6.69M Buy
+68,308
New +$6.71M 0.06% 252
2018
Q1 		– Sell
-865,490
Closed -$86M – 445
2017
Q4 		$86M Buy
865,490
+825,459
+2,062% +$78.6M 0.68% 47
2017
Q3 		$3.62M Sell
40,031
-1,082,290
-96% -$93M 0.03% 317
2017
Q2 		$94.5M Buy
+1,122,321
New +$88.8M 0.79% 29
2014
Q4 		– Sell
-225,000
Closed -$19.7M – 485
2014
Q3 		$19.7M Buy
+225,000
New +$20.3M 0.41% 83
2013
Q3 		– Sell
-150,000
Closed -$11.2M – 301
2013
Q2 		$11.2M Buy
+150,000
New +$10.7M 0.55% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alyeska Investment Group's AXP Position: Q2 2023 in Review

Alyeska Investment Group sold out of American Express (AXP) in Q2 2023, closing a stake of 70,619 shares — an estimated $11.6M sold.

Alyeska Investment Group first reported a position in AXP in Q2 2013 and held it in 14 quarters. The position peaked at $94.5M in Q2 2017. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

  • Alyeska Investment Group reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
  • Alyeska Investment Group sold 70,619 American Express shares in Q2 2023, an estimated $11.6M.
  • Alyeska Investment Group first reported a position in American Express in Q2 2013 and held it in 14 quarters.
  • Alyeska Investment Group's American Express position peaked at $94.5M in Q2 2017.
  • 2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Alyeska Investment Group's 13F filing for Q2 2023, filed 14 Aug 2023.