Coronation Fund Managers’s American Express AXP Stock Holding History

Coronation Fund Managers’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
2023 Q4	–	Sell	-6,151	Closed	-$918K	–	165
2023 Q3	$918K	Sell	6,151 -382	-6%	-$62.5K	0.03%	160
2023 Q2	$1.14M	Buy	6,533 +78	+1%	+$12.6K	0.03%	160
2023 Q1	$1.06M	Buy	+6,455	New	+$1.07M	0.03%	168
2021 Q1	–	Sell	-33,344	Closed	-$4.03M	–	70
2020 Q4	$4.03M	Sell	33,344 -11,493	-26%	-$1.27M	0.13%	46
2020 Q3	$4.5M	Sell	44,837 -2,041	-4%	-$201K	0.16%	42
2020 Q2	$4.46M	Buy	46,878 +10,702	+30%	+$985K	0.17%	46
2020 Q1	$3.1M	Buy	36,176 +15,684	+77%	+$1.82M	0.15%	42
2019 Q4	$2.55M	Buy	+20,492	New	+$2.45M	0.09%	94
2018 Q1	–	Sell	-53,570	Closed	-$5.32M	–	65
2017 Q4	$5.32M	Sell	53,570 -223,663	-81%	-$21.3M	0.17%	56
2017 Q3	$25.1M	Sell	277,233 -39,822	-13%	-$3.42M	0.75%	32
2017 Q2	$26.7M	Buy	317,055 +19,188	+6%	+$1.52M	0.82%	31
2017 Q1	$23.6M	Buy	297,867 +11,915	+4%	+$932K	0.82%	32
2016 Q4	$21.2M	Sell	285,952 -138,270	-33%	-$9.57M	0.78%	35
2016 Q3	$27.2M	Sell	424,222 -33,078	-7%	-$2.13M	1%	31
2016 Q2	$27.8M	Buy	+457,300	New	+$29M	1.21%	26

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Coronation Fund Managers's AXP Position: Q4 2023 in Review

Coronation Fund Managers sold out of American Express (AXP) in Q4 2023, closing a stake of 6,151 shares — an estimated $918K sold.

Coronation Fund Managers first reported a position in AXP in Q2 2016 and held it in 15 quarters. The position peaked at $27.8M in Q2 2016. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

Coronation Fund Managers reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
Coronation Fund Managers sold 6,151 American Express shares in Q4 2023, an estimated $918K.
Coronation Fund Managers first reported a position in American Express in Q2 2016 and held it in 15 quarters.
Coronation Fund Managers's American Express position peaked at $27.8M in Q2 2016.
2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Coronation Fund Managers's 13F filing for Q4 2023, filed 9 Feb 2024.