Claar Advisors’s American Express AXP Stock Holding History

Claar Advisors’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 Q2	–	Sell	-47,850	Closed	-$8.95M	–	38
2022 Q1	$8.95M	Sell	47,850 -10,150	-18%	-$1.83M	2.62%	14
2021 Q4	$9.49M	Hold	58,000	–	–	2.72%	16
2021 Q3	$9.72M	Sell	58,000 -12,000	-17%	-$2.01M	2.88%	12
2021 Q2	$11.6M	Hold	70,000	–	–	3.45%	12
2021 Q1	$9.9M	Hold	70,000	–	–	3.45%	12
2020 Q4	$8.46M	Hold	70,000	–	–	3.08%	13
2020 Q3	$7.02M	Hold	70,000	–	–	2.81%	14
2020 Q2	$6.66M	Hold	70,000	–	–	2.63%	17
2020 Q1	$5.99M	Buy	70,000 +20,000	+40%	+$2.33M	3.18%	15
2019 Q4	$6.22K	Buy	+50,000	New	+$5.98M	2.18%	19
2017 Q4	–	Sell	-100,000	Closed	-$9.05M	–	34
2017 Q3	$9.05M	Sell	100,000 -60,000	-38%	-$5.16M	2.36%	20
2017 Q2	$13.5M	Sell	160,000 -40,000	-20%	-$3.16M	3.83%	11
2017 Q1	$15.8M	Hold	200,000	–	–	5.52%	6
2016 Q4	$14.8M	Sell	200,000 -35,000	-15%	-$2.42M	6.97%	5
2016 Q3	$15M	Hold	235,000	–	–	7.61%	4
2016 Q2	$14.3M	Buy	+235,000	New	+$14.9M	7.09%	6

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

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

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

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

Claar Advisors's AXP Position: Q2 2022 in Review

Claar Advisors sold out of American Express (AXP) in Q2 2022, closing a stake of 47,850 shares — an estimated $8.95M sold.

Claar Advisors first reported a position in AXP in Q2 2016 and held it in 16 quarters. The position peaked at $15.8M in Q1 2017. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

Claar Advisors reported no remaining American Express position as of Q2 2022 after selling out during the quarter.
Claar Advisors sold 47,850 American Express shares in Q2 2022, an estimated $8.95M.
Claar Advisors first reported a position in American Express in Q2 2016 and held it in 16 quarters.
Claar Advisors's American Express position peaked at $15.8M in Q1 2017.
1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Claar Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.