ClariVest Asset Management’s American Express AXP Stock Holding History

ClariVest Asset 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
2024 Q3	$6.23K	Hold	27	–	–	﹤0.01%	436
2024 Q2	$6.23K	Sell	27 -13	-33%	-$3.01K	﹤0.01%	436
2024 Q1	$9.11K	Buy	40 +11	+38%	+$2.28K	﹤0.01%	415
2023 Q4	$5.44K	Buy	29 +24	+480%	+$3.86K	﹤0.01%	446
2023 Q3	$1K	Buy	+5	New	+$818	﹤0.01%	573
2015 Q1	–	Sell	-79,175	Closed	-$7.37M	–	601
2014 Q4	$7.37M	Hold	79,175	–	–	0.26%	82
2014 Q3	$6.93M	Hold	79,175	–	–	0.25%	85
2014 Q2	$7.51M	Hold	79,175	–	–	0.28%	87
2014 Q1	$7.13M	Sell	79,175 -4,400	-5%	-$393K	0.29%	81
2013 Q4	$7.58M	Hold	83,575	–	–	0.32%	83
2013 Q3	$6.31M	Hold	83,575	–	–	0.29%	89
2013 Q2	$6.25M	Buy	+83,575	New	+$5.95M	0.28%	100

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClariVest Asset Management's AXP Position: Q3 2024 in Review

ClariVest Asset Management held its American Express (AXP) position steady in Q3 2024 at 27 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

ClariVest Asset Management first reported a position in AXP in Q2 2013 and has held it in 12 quarters since. The position peaked at $7.58M in Q4 2013. 2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

ClariVest Asset Management held 27 shares of American Express worth $6.23K as of Q3 2024.
ClariVest Asset Management left its American Express share count unchanged in Q3 2024.
American Express made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #436 holding.
ClariVest Asset Management first reported a position in American Express in Q2 2013 and has held it in 12 quarters since.
ClariVest Asset Management's American Express position peaked at $7.58M in Q4 2013.
2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.