Bright Rock Capital Management’s American Express AXP Stock Holding History

Bright Rock Capital Management’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 Q1	–	Sell	-40,000	Closed	-$5.91M	–	80
2022 Q4	$5.91M	Hold	40,000	–	–	1.53%	24
2022 Q3	$5.4M	Buy	40,000 +5,000	+14%	+$757K	1.51%	26
2022 Q2	$4.85M	Hold	35,000	–	–	1.31%	34
2022 Q1	$6.54M	Hold	35,000	–	–	1.54%	27
2021 Q4	$5.73M	Buy	+35,000	New	+$5.97M	1.3%	32

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Bright Rock Capital Management's AXP Position: Q1 2023 in Review

Bright Rock Capital Management sold out of American Express (AXP) in Q1 2023, closing a stake of 40,000 shares — an estimated $5.91M sold.

Bright Rock Capital Management first reported a position in AXP in Q4 2021 and held it in 5 quarters. The position peaked at $6.54M in Q1 2022. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Bright Rock Capital Management reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
Bright Rock Capital Management sold 40,000 American Express shares in Q1 2023, an estimated $5.91M.
Bright Rock Capital Management first reported a position in American Express in Q4 2021 and held it in 5 quarters.
Bright Rock Capital Management's American Express position peaked at $6.54M in Q1 2022.
2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Bright Rock Capital Management's 13F filing for Q1 2023, filed 24 Apr 2023.