EdenTree Asset Management’s American Express AXP Stock Holding History

EdenTree 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
2024 Q1	–	Sell	-1,000	Closed	-$187K	–	69
2023 Q4	$187K	Hold	1,000	–	–	0.06%	69
2023 Q3	$149K	Sell	1,000 -6,000	-86%	-$981K	0.06%	62
2023 Q2	$1.22M	Buy	+7,000	New	+$1.13M	0.42%	40

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

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

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

EdenTree Asset Management's AXP Position: Q1 2024 in Review

EdenTree Asset Management sold out of American Express (AXP) in Q1 2024, closing a stake of 1,000 shares — an estimated $187K sold.

EdenTree Asset Management first reported a position in AXP in Q2 2023 and held it in 3 quarters. The position peaked at $1.22M in Q2 2023. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

EdenTree Asset Management reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
EdenTree Asset Management sold 1,000 American Express shares in Q1 2024, an estimated $187K.
EdenTree Asset Management first reported a position in American Express in Q2 2023 and held it in 3 quarters.
EdenTree Asset Management's American Express position peaked at $1.22M in Q2 2023.
2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on EdenTree Asset Management's 13F filing for Q1 2024, filed 15 May 2024.