Caxton Associates (New York)’s American Express AXP Stock Holding History

Caxton Associates (New York)’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 Q4	$1.36M	Buy	+4,575	New	+$1.31M	0.04%	166
2024 Q1	–	Sell	-9,659	Closed	-$1.81M	–	461
2023 Q4	$1.81M	Buy	9,659 +6,849	+244%	+$1.1M	0.09%	137
2023 Q3	$419K	Sell	2,810 -2,121	-43%	-$347K	0.06%	264
2023 Q2	$859K	Buy	+4,931	New	+$796K	0.13%	170
2022 Q1	–	Sell	-2,602	Closed	-$426K	–	520
2021 Q4	$426K	Buy	+2,602	New	+$444K	0.04%	317
2020 Q3	–	Sell	-2,451	Closed	-$233K	–	316
2020 Q2	$233K	Buy	+2,451	New	+$226K	0.02%	336
2019 Q4	–	Sell	-2,197	Closed	-$259K	–	399
2019 Q3	$259K	Buy	+2,197	New	+$269K	0.05%	289
2018 Q4	–	Sell	-50,000	Closed	-$5.33M	–	281
2018 Q3	$5.33M	Sell	50,000 -25,538	-34%	-$2.66M	0.37%	68
2018 Q2	$7.4M	Buy	75,538 +61,939	+455%	+$6.09M	0.37%	52
2018 Q1	$1.27M	Buy	+13,599	New	+$1.32M	0.06%	162

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Caxton Associates (New York)'s AXP Position: Q4 2024 in Review

Caxton Associates (New York) opened a new position in American Express (AXP) in Q4 2024: 4,575 shares worth $1.36M. The stake represents 0.04% of the portfolio and ranks #166 among its holdings. This is a return to the name: Caxton Associates (New York) previously reported a position in AXP as recently as Q4 2023.

Caxton Associates (New York) first reported a position in AXP in Q1 2018 and has held it in 10 quarters since. The position peaked at $7.4M in Q2 2018. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

Caxton Associates (New York) held 4,575 shares of American Express worth $1.36M as of Q4 2024.
American Express was a new Caxton Associates (New York) position in Q4 2024.
American Express made up 0.04% of Caxton Associates (New York)'s portfolio in Q4 2024, its #166 holding.
Caxton Associates (New York) first reported a position in American Express in Q1 2018 and has held it in 10 quarters since.
Caxton Associates (New York)'s American Express position peaked at $7.4M in Q2 2018.
2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.