De Burlo Group’s American Express AXP Stock Holding History

De Burlo Group’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 Q4	–	Sell	-45	Closed	-$6.07K	–	88
2022 Q3	$6.07K	Buy	+45	New	+$6.81K	﹤0.01%	156
2022 Q2	–	Sell	-45	Closed	-$8.41K	–	96
2022 Q1	$8.41K	Buy	+45	New	+$8.13K	﹤0.01%	150

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

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

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

De Burlo Group's AXP Position: Q4 2022 in Review

De Burlo Group sold out of American Express (AXP) in Q4 2022, closing a stake of 45 shares — an estimated $6.07K sold.

De Burlo Group first reported a position in AXP in Q1 2022 and held it in 2 quarters. The position peaked at $8.41K in Q1 2022. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

De Burlo Group reported no remaining American Express position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 45 American Express shares in Q4 2022, an estimated $6.07K.
De Burlo Group first reported a position in American Express in Q1 2022 and held it in 2 quarters.
De Burlo Group's American Express position peaked at $8.41K in Q1 2022.
2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.