ACL
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Azora Capital LP’s American Express AXP Stock Holding History

Azora Capital LP’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
-345,661
Closed -$57M – 35
2023
Q1 		$57M Buy
345,661
+166,076
+92% +$27.6M 8.31% 2
2022
Q4 		$26.5M Buy
+179,585
New +$26.6M 4.01% 11
2022
Q3 		– Sell
-44,950
Closed -$6.23M – 42
2022
Q2 		$6.23M Sell
44,950
-50,635
-53% -$8.36M 1.53% 20
2022
Q1 		$17.9M Buy
+95,585
New +$17.3M 2.98% 14
2020
Q1 		– Sell
-374,133
Closed -$46.6M – 31
2019
Q4 		$46.6M Buy
+374,133
New +$44.7M 6.61% 2
2019
Q3 		– Sell
-95,766
Closed -$11.8M – 38
2019
Q2 		$11.8M Buy
+95,766
New +$11.2M 1.62% 22
2019
Q1 		– Sell
-405,595
Closed -$38.7M – 35
2018
Q4 		$38.7M Buy
+405,595
New +$42.4M 6.17% 5
2018
Q3 		– Sell
-197,281
Closed -$19.3M – 39
2018
Q2 		$19.3M Buy
+197,281
New +$19.4M 3.05% 11

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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