Echo Street Capital Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,398
Closed -$955K 48
2023
Q3
$955K Buy
+6,398
New +$1.05M 0.01% 150
2023
Q1
Sell
-2,847
Closed -$421K 489
2022
Q4
$421K Sell
2,847
-1,835
-39% -$272K ﹤0.01% 326
2022
Q3
$632K Sell
4,682
-506
-10% -$76.6K 0.01% 230
2022
Q2
$719K Buy
5,188
+3,502
+208% +$578K 0.01% 226
2022
Q1
$315K Sell
1,686
-3,358
-67% -$606K ﹤0.01% 497
2021
Q4
$825K Buy
+5,044
New +$860K 0.01% 293
2021
Q2
Sell
-2,367
Closed -$335K 590
2021
Q1
$335K Buy
+2,367
New +$313K ﹤0.01% 398
2015
Q1
Sell
-175,159
Closed -$16.3M 132
2014
Q4
$16.3M Sell
175,159
-50,084
-22% -$4.49M 1.01% 36
2014
Q3
$19.7M Buy
+225,243
New +$20.3M 1.14% 26

Other funds holding AXP

Echo Street Capital Management's AXP Position: Q4 2023 in Review

Echo Street Capital Management sold out of American Express (AXP) in Q4 2023, closing a stake of 6,398 shares — an estimated $955K sold.

Echo Street Capital Management first reported a position in AXP in Q3 2014 and held it in 9 quarters. The position peaked at $19.7M in Q3 2014. 2,186 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • Echo Street Capital Management reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
  • Echo Street Capital Management sold 6,398 American Express shares in Q4 2023, an estimated $955K.
  • Echo Street Capital Management first reported a position in American Express in Q3 2014 and held it in 9 quarters.
  • Echo Street Capital Management's American Express position peaked at $19.7M in Q3 2014.
  • 2,186 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.