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Diversified’s American Express AXP Stock Holding History

Diversified’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 		$515K Sell
1,900
-2
-0.1% -$498 0.06% 119
2024
Q2 		$440K Buy
1,902
+206
+12% +$47.7K 0.05% 128
2024
Q1 		$386K Buy
1,696
+49
+3% +$10.2K 0.05% 102
2023
Q4 		$308K Buy
+1,647
New +$265K 0.07% 110
2023
Q1 		– Sell
-2,596
Closed -$384K – 147
2022
Q4 		$384K Buy
+2,596
New +$385K 0.15% 92
2021
Q1 		– Sell
-186
Closed -$19K – 110
2020
Q4 		$19K Buy
+186
New +$20.6K 0.02% 249

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diversified's AXP Position: Q3 2024 in Review

Diversified reduced its American Express (AXP) stake by 0.11% in Q3 2024, selling an estimated $498 and leaving 1,900 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #119.

Diversified first reported a position in AXP in Q4 2020 and has held it in 6 quarters since. 2,451 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Diversified held 1,900 shares of American Express worth $515K as of Q3 2024.
  • Diversified sold 2 American Express shares in Q3 2024, an estimated $498.
  • American Express made up 0.06% of Diversified's portfolio in Q3 2024, its #119 holding.
  • Diversified first reported a position in American Express in Q4 2020 and has held it in 6 quarters since.
  • 2,451 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.