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Carmignac Gestion’s American Express AXP Stock Holding History

Carmignac Gestion’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
2022
Q4 		– Sell
-1,350
Closed -$182K – 137
2022
Q3 		$182K Sell
1,350
-586
-30% -$88.7K ﹤0.01% 115
2022
Q2 		$268K Sell
1,936
-271
-12% -$44.8K 0.01% 109
2022
Q1 		$413K Buy
+2,207
New +$399K 0.01% 108
2021
Q1 		– Sell
-5,000
Closed -$605K – 136
2020
Q4 		$605K Buy
5,000
+3,750
+300% +$415K 0.01% 129
2020
Q3 		$125K Buy
+1,250
New +$123K ﹤0.01% 128

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Carmignac Gestion's AXP Position: Q4 2022 in Review

Carmignac Gestion sold out of American Express (AXP) in Q4 2022, closing a stake of 1,350 shares — an estimated $182K sold.

Carmignac Gestion first reported a position in AXP in Q3 2020 and held it in 5 quarters. The position peaked at $605K in Q4 2020. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Carmignac Gestion reported no remaining American Express position as of Q4 2022 after selling out during the quarter.
  • Carmignac Gestion sold 1,350 American Express shares in Q4 2022, an estimated $182K.
  • Carmignac Gestion first reported a position in American Express in Q3 2020 and held it in 5 quarters.
  • Carmignac Gestion's American Express position peaked at $605K in Q4 2020.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Carmignac Gestion's 13F filing for Q4 2022, filed 13 Feb 2023.