Coho Partners’s American Express AXP Stock Holding History

Coho Partners’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 Q2	–	Sell	-1,000	Closed	-$228K	–	44
2024 Q1	$228K	Buy	+1,000	New	+$207K	0.01%	70
2022 Q2	–	Sell	-1,265	Closed	-$237K	–	73
2022 Q1	$237K	Hold	1,265	–	–	﹤0.01%	71
2021 Q4	$207K	Hold	1,265	–	–	﹤0.01%	82
2021 Q3	$212K	Hold	1,265	–	–	﹤0.01%	67
2021 Q2	$209K	Buy	+1,265	New	+$198K	﹤0.01%	70

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

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

Coho Partners's AXP Position: Q2 2024 in Review

Coho Partners sold out of American Express (AXP) in Q2 2024, closing a stake of 1,000 shares — an estimated $228K sold.

Coho Partners first reported a position in AXP in Q2 2021 and held it in 5 quarters. The position peaked at $237K in Q1 2022. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Coho Partners reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
Coho Partners sold 1,000 American Express shares in Q2 2024, an estimated $228K.
Coho Partners first reported a position in American Express in Q2 2021 and held it in 5 quarters.
Coho Partners's American Express position peaked at $237K in Q1 2022.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Coho Partners's 13F filing for Q2 2024, filed 31 Jul 2024.