Desjardins Global Asset Management’s American Express AXP Stock Holding History

Desjardins Global 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
2023 Q4	$598K	Sell	3,192 -109	-3%	-$17.5K	0.06%	220
2023 Q3	$492K	Sell	3,301 -2,268	-41%	-$371K	0.05%	264
2023 Q2	$970K	Buy	5,569 +447	+9%	+$72.1K	0.11%	184
2023 Q1	$845K	Buy	5,122 +3,129	+157%	+$519K	0.11%	173
2022 Q4	$294K	Buy	1,993 +34	+2%	+$5.04K	0.05%	301
2022 Q3	$264K	Buy	1,959 +54	+3%	+$8.17K	0.03%	312
2022 Q2	$264K	Sell	1,905 -184	-9%	-$30.4K	0.03%	316
2022 Q1	$390K	Sell	2,089 -126	-6%	-$22.8K	0.03%	288
2021 Q4	$362K	Buy	+2,215	New	+$378K	0.03%	311

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

Desjardins Global Asset Management's AXP Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its American Express (AXP) stake by 3.3% in Q4 2023, selling an estimated $17.5K and leaving 3,192 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #220.

Desjardins Global Asset Management first reported a position in AXP in Q4 2021 and has held it in 9 quarters since. The position peaked at $970K in Q2 2023. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

Desjardins Global Asset Management held 3,192 shares of American Express worth $598K as of Q4 2023.
Desjardins Global Asset Management sold 109 American Express shares in Q4 2023, an estimated $17.5K.
American Express made up 0.06% of Desjardins Global Asset Management's portfolio in Q4 2023, its #220 holding.
Desjardins Global Asset Management first reported a position in American Express in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's American Express position peaked at $970K in Q2 2023.
2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.